Tristen Utterback

Current Employers

Employment History

• 08/2014 → 05/2017
  University Of South Florida
  Tampa, FL
• 09/2015 → 01/2017
  Usf Federal Credit Union
  Tampa, FL
• 05/2016 → 12/2016
  College Nannies Sitters And Tutors
  Tampa, FL
• 01/2017 → 04/2017
  Raymond James Financial
  St Petersburg, FL
• 05/2017 → 04/2019
  Citigroup
  Tampa, FL
• 04/2019 → 10/2023
  Northern Trust
  Chicago, IL
• 09/2019 → 06/2023
  University Of Chicago
  Chicago, IL
• 11/2023 → Present
  Lpl Financial Llc
  Chicago, IL
• 01/2024 → Present
  Schamberger, Greylak & Utterback Wealth Management, Llc
  La Crosse, WI

Other Businesses

1. 11/17/2023 - Schamberger, Greylak & Utterback, LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 96 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Schamberger, Greylak & Utterback, LLC, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 96 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. 2. 02/09/2024 - Schamberger, Greylak & Utterback Wealth Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 1/1/2024 - 160 Hrs/mo; 8 Hrs During Trading - I provide investment advisory services through Schamberger, Greylak & Utterback Wealth Management, an independent investment advisor firm. I started this business activity in 1/2024. 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. 3. 05/14/2024 - Next Portage Financial - DBA for LPL Business (entity for LPL business) and Schamberger, Greylak & Utterback Wealth Management Business - Investment Related - At Reported Business Location(s) - Start Date 05/01/2024 - 20 Hours Per Month/ 1 Hour During Trading 4. LPL Financial Broker Dealer Registered Representative Since 11/2023 Investment Related 5. HFS Chicago Scholars Education enrichment program for high school students Board member. since 07/2025 Not investment related 6. Insurance licensed life and health

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11