Thomas Greylak
Thomas Greylak is a registered investment advisor at Schamberger, Greylak & Utterback Wealth Management, LLC, based in La Crosse, WI, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 822 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SGU Wealth offers investment management services where fees are based on the value of your portfolio. The annual fee can be up to 1.1% of the assets they manage, but this is negotiable and may be higher for smaller accounts. Fees are charged quarterly, in advance. SGU Wealth also provides advisory services through programs sponsored by LPL Financial LLC, with maximum fees ranging from 1.35% to 2.65%.
Location
3143 State Road, Suite 101, La Crosse, WI, 54601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Thomas is involved with several investment-related DBAs for LPL Business, including Greylak Wealth Management and Schamberger-Greylak Wealth Management. He also provides investment advisory services through Schamberger, Greylak & Utterback Wealth Management, dedicating full-time hours to this activity.
Employment History
Current Registrations
Schamberger, Greylak & Utterback Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.