Thomas Greylak 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.
Tom Greylak is a Financial Advisor of Schamberger-Greylak Wealth, based in La Crosse, WI. Greylak became a financial advisor in the La Crosse area in 2014 and mainly works out of the staffed La Crosse office, though he also meets clients at his Winona office. In addition to managing client portfolios, he helps small businesses and individuals pursue their financial goals.
Thomas Greylak’s longest registration was 8 years at LPL Financial LLC (2014–2022). Before joining Schamberger, Greylak & Utterback Wealth Management in 2022, Thomas Greylak was registered through LPL Financial LLC.
- – present · 4 yearsLa Crosse, WI · Adviser representative · Firm CRD 319298
- LPL Financial LLC– · 8 yearsWinona, MN · Adviser representative · Firm CRD 6413
Professional designations
Listed by Schamberger, Greylak & Utterback Wealth Management
- AWMA®
- AIF®
Investment adviser representative registrations
Thomas Greylak is registered as an investment adviser representative in 2 states. Each was approved in May 2022.
- MinnesotaSince 3 May 2022
- WisconsinSince 3 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 May 2014 |
| Series 7 | General Securities Representative Examination | 13 June 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Andrew Greylak
- CRD
- 6160576
- 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
- June 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- s-gwealth.com
Where does Thomas Greylak work?
Thomas Greylak has held the title Member at Schamberger, Greylak & Utterback Wealth Management, LLC since February 2022, and is a control person of the firm.
Is Thomas Greylak a financial advisor?
Yes. Thomas Greylak has a current investment-adviser registration in Minnesota and Wisconsin, through Schamberger, Greylak & Utterback Wealth Management since May 2022.
How many years of experience does Thomas Greylak have?
Thomas Greylak has 13 years in the financial industry, since June 2013, across 2 adviser firms.
What exams has Thomas Greylak passed?
Thomas Greylak has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2013. FINRA credited Thomas Greylak with the SIE, which began in October 2018.
Where is Thomas Greylak based?
Thomas Greylak’s registered office is in La Crosse, WI.
Is Thomas Greylak registered with FINRA?
Yes. Thomas Greylak has a current broker registration, under CRD 6160576.
Source: FINRA BrokerCheck
How can I verify Thomas Greylak’s record?
Search CRD 6160576 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Thomas Greylak’s full registration record.
