Gery Sadzewicz has been Chief Compliance Officer of Schamberger, Greylak & Utterback Wealth Management since February 2022, is not listed as a control person, but directly owns under 5% of the firm.
Schamberger, Greylak & Utterback Wealth Management, LLC is a La Crosse, WI firm with $236M under management, 628 clients and 5 advisers across 4 offices, as of its September 2026 filing.
Gery Sadzewicz’s longest registration was 14 years at Cornerstone Financial Planning, Inc. (2009–2023).
- RPR Financial– · 2 yearsPlainfield, IL · Adviser representative · Firm CRD 316557
- Rebellion Asset Management, LLCAlso current– present · 5 yearsPlainfield, IL · Adviser representative · Firm CRD 282209
- Rebellion Capital Advisors, LLC– · 4 yearsPlainfield, IL · Adviser representative · Firm CRD 282679
- Carter Financial Group, Inc.– · under a yearBarrington, IL · Adviser representative · Firm CRD 301025
- Oakstone Financial Management, LLC– · under a yearGahanna, OH · Adviser representative · Firm CRD 299749
- Flint Wealth Management, LLC– · 1 yearPlainfield, IL · Adviser representative · Firm CRD 297303
- Hilltop Wealth Solutions– · under a yearMishawaka, IN · Adviser representative · Firm CRD 290981
- Veracity Wealth Management LLC– · under a yearOakbrook Terrace, IL · Adviser representative · Firm CRD 290625
- Jyh, LLC– · 2 yearsPlainfield, IL · Adviser representative · Firm CRD 287791
- Broadwater Advisors, LLC– · 1 yearPlainfield, IL · Adviser representative · Firm CRD 286577
- Emberhouse, LLC– · under a yearChicago, IL · Adviser representative · Firm CRD 285781
- Stonebridge Wealth Management LLC– · 1 yearOak Brook, IL · Adviser representative · Firm CRD 285693
- Recon Capital– · 1 yearPlainfield, IL · Adviser representative · Firm CRD 159657
- Stevard LLC– · 7 yearsChicago, IL · Adviser representative · Firm CRD 285189
- Virtue Asset Management LLC– · 7 yearsplainfield, IL · Adviser representative · Firm CRD 283438
- Ballast Equity Management– · under a yearOakbrook Terrace, IL · Adviser representative · Firm CRD 283060
- Bower Hill Capital Management LLC– · 2 yearsplainfield, IL · Adviser representative · Firm CRD 281840
- SWS Partners, LLC– · 1 yearColumbus, OH · Adviser representative · Firm CRD 281838
- Orchard Capital Management, LLC– · 8 yearsPlainfield, IL · Adviser representative · Firm CRD 269957
- Laureate Wealth Management, LLCAlso current– present · 12 yearsPlainfield, IL · Adviser representative · Firm CRD 172519
- Betafrontier– · under a yearPlainfield, IL · Adviser representative · Firm CRD 137386
- Clearview Wealth Solutions, LLCAlso current– present · 12 yearsAdviser representative · Firm CRD 171996
- 83rd St. Wealth Management, LLC– · 10 yearsSouth Barrington, IL · Adviser representative · Firm CRD 172115
- Left Brain Wealth Management, LLC– · 9 yearsNaperville, IL · Adviser representative · Firm CRD 170348
- Acorn Wealth Advisors, LLC– · 9 yearsGrand Blanc, MI · Adviser representative · Firm CRD 170462
- Wealthstar Advisors, LLC– · under a yearPlainfield, IL · Adviser representative · Firm CRD 164957
- Vital Wealth Management, LLC– · 10 yearsPlainfield, IL · Adviser representative · Firm CRD 156455
- Tetley Investments, LLC– · 10 yearsPlainfield, IL · Adviser representative · Firm CRD 164130
- U.S. Wealth Management– · 8 yearsWilmington, DE · Adviser representative · Firm CRD 108763
- Premise Capital, LLC– · 11 yearsAurora, IL · Adviser representative · Firm CRD 162430
- Bridgeportfolio, Inc.– · 9 yearsChicago, IL · Adviser representative · Firm CRD 114312
- Sentinus, LLC– · 11 yearsOakbrook, IL · Adviser representative · Firm CRD 162442
- Poehling Capital Management, Inc.– · 10 yearsMadison, WI · Adviser representative · Firm CRD 131668
- Heritage Capital Management Inc– · under a yearEvergreen, CO · Adviser representative · Firm CRD 110383
- Clement Street Capital LLC– · under a yearPlainfield, IL · Adviser representative · Firm CRD 159684
- Centerpoint Wealth Management, LLC– · 12 yearsPlainfield, IL · Adviser representative · Firm CRD 119656
- Five Star Capital Advisors, LLC– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 157952
- Studio Investment Management– · under a yearChicago, IL · Adviser representative · Firm CRD 158489
- Harbor Wealth Management, LLC– · 12 yearsplainfield, IL · Adviser representative · Firm CRD 153527
- Ahm Asset Management, LLC– · 3 yearsSt Louis, MO · Adviser representative · Firm CRD 108935
- Risley Capital Management, LLC– · under a yearWildwood, MO · Adviser representative · Firm CRD 157271
- Clear Perspective Advisors, LLC– · 5 yearsSt. Charles, IL · Adviser representative · Firm CRD 157447
- Piershale Financial Group, Inc.– · under a yearCrystal Lake, IL · Adviser representative · Firm CRD 156862
- Cla Financial Advisors, LLC– · 6 yearsPlainfield, IL · Adviser representative · Firm CRD 156438
- Avocet Capital Management LLC– · 12 yearsNorthbrook, IL · Adviser representative · Firm CRD 156261
- Pactolus– · 10 yearsPlainfield, IL · Adviser representative · Firm CRD 155195
- Fusion Capital, LLC– · 13 yearsPlainfield, IL · Adviser representative · Firm CRD 154726
- Chou America Management Inc.– · 6 yearsPlainfield, IL · Adviser representative · Firm CRD 152093
- River Street Advisors, LLC– · 3 yearsPlainfield, IL · Adviser representative · Firm CRD 153537
- Financial Fiduciaries, LLC– · under a yearPlainfield, IL · Adviser representative · Firm CRD 153645
- Harbor Wealth Management, LLC– · under a yearGreen Bay, WI · Adviser representative · Firm CRD 153527
- Providence Wealth Advisors, LLC– · 10 yearsFrankfort, IL · Adviser representative · Firm CRD 153646
- Encompass Wealth Management LLC– · 4 yearsPlainfield, IL · Adviser representative · Firm CRD 152987
- Southern Wealth Management LLP– · 13 yearsPlainfield, IL · Adviser representative · Firm CRD 134714
- Cornerstone Financial Planning, Inc.– · 14 yearsPlainfield, IL · Adviser representative · Firm CRD 151866
- DLS Capital Management, LLC– · 9 yearsPlainfield, IL · Adviser representative · Firm CRD 151217
- Twombly Asset Management LLC– · 4 yearsPlainfield, IL · Adviser representative · Firm CRD 151610
- Brewer Investment Advisors LLC– · under a yearChicago, IL · Adviser representative · Firm CRD 134631
- Interocean Wealth Management LLC– · 3 yearsChicago, IL · Adviser representative · Firm CRD 140456
- Eadvisor, Inc.– · under a yearChicago, IL · Adviser representative · Firm CRD 109536
- Ernst & Young Investment Advisers LLP– · 5 yearsChicago, IL · Adviser representative · Firm CRD 110921
Investment adviser representative registrations
Gery Sadzewicz is registered as an investment adviser representative in 3 states. The first approvals date from September 2014; the most recent is California, in March 2026.
- CaliforniaSince 4 March 2026
- IllinoisSince 16 September 2014
- VirginiaSince 24 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 12 September 2006 |
| Series 53 | Municipal Securities Principal Examination | 23 August 2006 |
| Series 27 | Financial and Operations Principal Examination | 30 April 2001 |
| Series 24 | General Securities Principal Examination | 11 April 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 April 2001 |
| Series 7 | General Securities Representative Examination | 4 April 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 September 1997 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 3 November 1988 |
- Name
- Compliance Officer Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Operations Professional Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Financial and Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Full name
- Gery Joseph Sadzewicz
- CRD
- 1090963
- Firm
- Schamberger, Greylak & Utterback Wealth Management · CRD 319298
- Role
- Chief Compliance Officer
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1984
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Gery Sadzewicz work?
Gery Sadzewicz has been Chief Compliance Officer of Schamberger, Greylak & Utterback Wealth Management, LLC since February 2022.
Is Gery Sadzewicz a financial advisor?
Yes. Gery Sadzewicz has a current investment-adviser registration in California, Illinois and Virginia.
How many years of experience does Gery Sadzewicz have?
Gery Sadzewicz has 41 years in the financial industry, since October 1984, across 60 adviser firms.
What exams has Gery Sadzewicz passed?
Gery Sadzewicz has passed 12 licensing exams: the Series 8, Series 65, Series 7, Series 63, Series 24, Series 27, Series 53, Series 4, Series 14, Series 79TO, Series 99TO and Series 52TO. The earliest, the Series 8, was passed in November 1988. FINRA credited Gery Sadzewicz with the SIE, which began in October 2018.
Where was Gery Sadzewicz previously registered as an investment adviser?
Gery Sadzewicz has past investment-adviser registrations through RPR Financial, March 2022 to January 2025; Rebellion Capital Advisors, LLC, March 2021 to January 2026; Carter Financial Group, Inc., September 2019 to February 2020; Oakstone Financial Management, LLC, January 2019 to February 2019; Flint Wealth Management, LLC, May 2018 to November 2019; Hilltop Wealth Solutions, January 2018 to May 2018; Veracity Wealth Management LLC, November 2017 to July 2018; Jyh, LLC, March 2017 to November 2019; Broadwater Advisors, LLC, February 2017 to July 2018; Emberhouse, LLC, January 2017 to February 2017; Stonebridge Wealth Management LLC, November 2016 to August 2018; Recon Capital, October 2016 to March 2018; Stevard LLC, September 2016 to November 2023; Virtue Asset Management LLC, May 2016 to January 2024; Ballast Equity Management, April 2016 to December 2016; Bower Hill Capital Management LLC, January 2016 to October 2018; SWS Partners, LLC, October 2015 to December 2016; Orchard Capital Management, LLC, August 2015 to January 2024; Betafrontier, September 2014 to September 2014; 83rd St. Wealth Management, LLC, September 2014 to May 2025; Left Brain Wealth Management, LLC, April 2014 to January 2024; Acorn Wealth Advisors, LLC, February 2014 to January 2024; Wealthstar Advisors, LLC, January 2014 to October 2014; Vital Wealth Management, LLC, January 2014 to January 2024; Tetley Investments, LLC, September 2013 to January 2024; U.S. Wealth Management, January 2013 to January 2021; Premise Capital, LLC, April 2012 to May 2023; Bridgeportfolio, Inc., April 2012 to December 2021; Sentinus, LLC, April 2012 to January 2024; Poehling Capital Management, Inc., April 2012 to March 2023; Heritage Capital Management Inc, December 2011 to November 2012; Clement Street Capital LLC, December 2011 to January 2012; Centerpoint Wealth Management, LLC, November 2011 to January 2024; Five Star Capital Advisors, LLC, September 2011 to March 2014; Studio Investment Management, July 2011 to September 2011; Harbor Wealth Management, LLC, June 2011 to January 2024; Ahm Asset Management, LLC, May 2011 to December 2014; Risley Capital Management, LLC, May 2011 to July 2011; Clear Perspective Advisors, LLC, April 2011 to December 2016; Piershale Financial Group, Inc., April 2011 to January 2012; Cla Financial Advisors, LLC, March 2011 to March 2017; Avocet Capital Management LLC, March 2011 to January 2024; Pactolus, January 2011 to February 2021; Fusion Capital, LLC, September 2010 to January 2024; Chou America Management Inc., June 2010 to December 2016; River Street Advisors, LLC, June 2010 to July 2013; Financial Fiduciaries, LLC, May 2010 to April 2011; Harbor Wealth Management, LLC, May 2010 to December 2010; Providence Wealth Advisors, LLC, April 2010 to December 2020; Encompass Wealth Management LLC, March 2010 to June 2014; Southern Wealth Management LLP, March 2010 to October 2023; Cornerstone Financial Planning, Inc., October 2009 to December 2023; DLS Capital Management, LLC, October 2009 to December 2018; Twombly Asset Management LLC, October 2009 to November 2013; Brewer Investment Advisors LLC, July 2009 to January 2010; Interocean Wealth Management LLC, May 2006 to October 2009; Eadvisor, Inc., December 2002 to November 2003; Ernst & Young Investment Advisers LLP, January 1998 to November 2003, across 60 firms.
Is Gery Sadzewicz registered with FINRA?
Yes. Gery Sadzewicz has a current broker registration, under CRD 1090963.
Source: FINRA BrokerCheck
How can I verify Gery Sadzewicz’s record?
Search CRD 1090963 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gery Sadzewicz’s full registration record.
