Schamberger-Greylak

Wealth Management

Independent Financial Advice, Planning, and Services

Our Advantage

  • Independent

    Each financial advisor in our office has an independent practice in La Crosse, WI. This means we are not limited to any specific investments or insurance, and we have the ability to find high quality investments. We are not expected to sell proprietary products or meet certain quotas, which allows us to maintain our fiduciary responsibility when providing advisory services.

  • Fee-Based

    Our practice focuses on fee-based investing, an important distinction in the financial world, as the industry begins to shift away from commission sales. By focusing on fee-based advisory accounts, we keep high fiduciary standards and align your goals with our goals. Read more about fee-based accounts.

  • Personalized

    Getting to know you and your full financial picture is imperative to our practice. We take the time to know our clients! Whether you're investing in stocks, mutual funds, annuities, or insurance, we do our due diligence to make sure your investments are appropriate for your situation.

  • LPL Financial Partnership

    Our practices are supported by LPL Financial, the largest independent broker-dealer in the nation.* They support us with research and compliance while keeping us on the cutting edge of technology and regulatory updates.,

*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

Services

  • Financial Planning
  • Investments
  • Advisory
  • Insurance
  • Business Solutions
  • Access

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.

Services

  • Financial Planning
  • Investments
  • Advisory

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.

  • Insurance
  • Business Solutions
  • Access

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.

Larry Schamberger

Chartered Retirement Planning Councilor®

Thomas Greylak

Accredited Wealth Management Advisor®​

Our HOURS

Monday-Friday
8:00am - 4:00pm

Phone

608-784-9100

La Crosse Location

3143 State Road - Suite 101
La Crosse, WI 54601

Winona Location
By appointment only

51 E 4th Street - Suite 101
Winona, MN 55987


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Full Name
Email address
How would you describe your personal investment preference?

What would you like to learn more about? (check all that apply)

Briefly describe your financial question.
Please type what you see in image above.

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Location

3143 State Road - Suite 101
La Crosse, WI 54601

Winona, MN Location: 51 E 4th Street – Suite 101

Office HOURS

Monday-Friday
8:00am - 4:00pm
  Winona location by appointment

Ready to get started?

Comprehensive financial planning to help you bridge the gap between your working life and your retirement life.

We would love to hear from you!

Contact us today for a free, no-pressure discussion about your financial needs and concerns.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, IL, MN, MD, WI

Check the background of investment professionals associated with this site on FINRA