Lawrence Schamberger has held the title Member at Schamberger, Greylak & Utterback Wealth Management since February 2022, is a control person of the firm and directly owns between 25% and 50% of it.
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.
Larry Schamberger is a Financial Advisor in the La Crosse, WI office of Schamberger-Greylak Wealth. His career in financial services began in 2001, after he moved from a healthcare career.
Lawrence Schamberger’s longest registration is the current one, 16 years at LPL Financial LLC since 2010. Before joining Schamberger, Greylak & Utterback Wealth Management in 2022, Lawrence Schamberger was registered through Poehling Capital Management, Inc. and Midwest Professional Planners, LTD.
- – present · 4 yearsLa Crosse, WI · Adviser representative · Firm CRD 319298
- LPL Financial LLCAlso current– present · 16 yearsLa Crosse, WI · Adviser representative and broker · Firm CRD 6413
- Poehling Capital Management, Inc.– · 1 yearLa Crosse, WI · Adviser representative · Firm CRD 131668
- Midwest Professional Planners, LTD.– · 1 yearLacrosse, WI · Adviser representative · Firm CRD 112995
Professional designations
Listed by Schamberger, Greylak & Utterback Wealth Management
- CRPC®
Investment adviser representative registrations
Lawrence Schamberger is registered as an investment adviser representative in Wisconsin, since May 2022.
- WisconsinSince 3 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 7 September 2011 |
| Series 66 | Uniform Combined State Law Examination | 26 February 2001 |
| Series 7 | General Securities Representative Examination | 19 January 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lawrence Edward Schamberger
- CRD
- 4318013
- Firm
- Schamberger, Greylak & Utterback Wealth Management · CRD 319298
- Role
- Member
- Office
- 3143 STATE ROAD, SUITE 101, La Crosse, WI 54601
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- s-gwealth.com
Where does Lawrence Schamberger work?
Lawrence Schamberger has held the title Member at Schamberger, Greylak & Utterback Wealth Management, LLC since February 2022, and is a control person of the firm.
Is Lawrence Schamberger a financial advisor?
Yes. Lawrence Schamberger has a current investment-adviser registration in Wisconsin, through Schamberger, Greylak & Utterback Wealth Management since May 2022.
How many years of experience does Lawrence Schamberger have?
Lawrence Schamberger has 25 years in the financial industry, since February 2001, across 4 adviser firms.
What exams has Lawrence Schamberger passed?
Lawrence Schamberger has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2001. FINRA credited Lawrence Schamberger with the SIE, which began in October 2018.
Where did Lawrence Schamberger work before Schamberger, Greylak & Utterback Wealth Management?
Before Schamberger, Greylak & Utterback Wealth Management, Lawrence Schamberger was registered through Poehling Capital Management, Inc., October 2008 to August 2010; Midwest Professional Planners, LTD., May 2004 to December 2005.
Where is Lawrence Schamberger based?
Lawrence Schamberger’s registered office is in La Crosse, WI.
Is Lawrence Schamberger registered with FINRA?
Yes. Lawrence Schamberger has a current broker registration, under CRD 4318013.
Source: FINRA BrokerCheck
How can I verify Lawrence Schamberger’s record?
Search CRD 4318013 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lawrence Schamberger’s full registration record.
