Why Choose Us
*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.
Services
We offer comprehensive planning to address your needs, concerns, and goals. Our process is hands-on and includes a detailed plan specifically tailored to your situation, while also running alternate scenarios. Click here to download and complete our Fact Finder.
We have a wide range of investments available through our non-proprietary, independent broker-dealer, LPL Financial. Whether it’s stocks, bonds, mutual funds, REITS, or other investments, we have the freedom to invest in the most appropriate vehicle for your needs.
Advisor-managed account that gives you the most in flexibility and oversight. Competitive flat annual fee includes trading, research, distributions, and rebalancing. Fiduciary account and is by far our most popular solution. Account minimum $50,000.
Whether you are looking for annuities or life insurance, our independent advisors have the freedom to shop around to dozens of providers to find you competitive rates and solutions that fit your specific needs.
Adding benefits for your employees can improve your rate of retention. A retirement plan or group insurance can help reduce turnover, allowing you to focus more on your business and less on training.
Your trust is important to us, which is why you have complete access to our advisors. In addition to annual reviews, we are easily reachable by email, phone, or personal meeting — and we still make house calls. In addition, our AccountView online access tool allows you to check your account 24/7.
We offer comprehensive planning to address your needs, concerns, and goals. Our process is hands-on and includes a detailed plan specifically tailored to your situation, while also running alternate scenarios. Click here to download and complete our Fact Finder.
We have a wide range of investments available through our non-proprietary, independent broker-dealer, LPL Financial. Whether it’s stocks, bonds, mutual funds, REITS, or other investments, we have the freedom to invest in the most appropriate vehicle for your needs.
Advisor-managed account that gives you the most in flexibility and oversight. Competitive flat annual fee includes trading, research, distributions, and rebalancing. Fiduciary account and is by far our most popular solution. Account minimum $50,000.
Whether you are looking for annuities or life insurance, our independent advisors have the freedom to shop around to dozens of providers to find you competitive rates and solutions that fit your specific needs.
Adding benefits for your employees can improve your rate of retention. A retirement plan or group insurance can help reduce turnover, allowing you to focus more on your business and less on training.
Your trust is important to us, which is why you have complete access to our advisors. In addition to annual reviews, we are easily reachable by email, phone, or personal meeting — and we still make house calls. In addition, our AccountView online access tool allows you to check your account 24/7.
Meet Your Advisors
Larry Schamberger
Chartered Retirement Planning Counselor®
Thomas Greylak
Accredited Wealth Management Advisor®, Accredited Investment Fiduciary®
Hudson Schamberger
Financial Advisor
Location
3143 State Road - Suite 101
La Crosse, WI 54601
Winona Location:
Knitting Mill
902 E 2nd St – Suite 102
Winona, MN 55987
Office HOURS
Monday-Friday
8:00am - 4:00pm
Winona location by appointment
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Check the background of investment professionals associated with this site on FINRA
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Advisory services offered through Schamberger, Greylak, & Utterback Wealth Management, LLC, an SEC registered Investment Advisor. Schamberger, Greylak, & Utterback Wealth Management, LLC is not affiliated with LPL. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Schamberger, Greylak, & Utterback Wealth Management, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov