Thomas Andrew Greylak

Employer firm

Schamberger, Greylak & Utterback Wealth Management, LLC CRD 319298

$236M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Lpl Financial Llc
  La Crosse, WI
• 03/2022 → Present
  Schamberger, Greylak & Utterback Wealth Management, Llc
  Lacrosse, WI

Other Businesses

1. 6/25/2015: GREYLAK WEALTH MANAGEMENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STARTED 07/01/2015 - 80 HOURS PER MONTH DURING SECURITIES TRADING. 2. 5/14/2020 - Schamberger-Greylak Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/13/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 02/24/2022 - Schamberger, Greylak & Utterback LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/21/2022- 0 Hours Per Month/0 Hours During Securities Trading. 4. 11/02/2022 - Schamberger, Greylak & Utterback Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 07/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Schamberger, Greylak & Utterback Wealth Management, an independent investment advisor firm. I started this business activity in 7/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 09/15/2025 - GreyFox Farm Shop - Not Investment Related - Other - Farm - Trempealeau, WI - Start Date:08/22/2025 - 20 Hrs/Mth - 0 Hrs During Trading. 6. 11/03/2025 - Tremp3 LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/31/2025 - 4 hours per month/ 0 hours during trading 7. 11/03/2025 - JTT LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 10/31/2025 - 4 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2014-05-22

Other Names

• Thomas Greylak