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LS

Lawrence E. Schamberger

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT
La Crosse, WI 54601
Some features on this profile are disabled
CRD#: 4318013
LS

Professional summary

Lawrence Edward Schamberger, who also goes by Larry E. Schamberger, Lawrence Edward Schamberger Mr, is a registered financial advisor currently at SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC located in La Crosse, Wisconsin and LPL FINANCIAL LLC located in La Crosse, Wisconsin.

Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Lawrence has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Larry E. Schamberger | Lawrence Edward Schamberger Mr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Edward Schamberger's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 3, 2022 - Present

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

Office #1: 3143 State Road Suite 101, La Crosse, WI 54601
RIA
CRD#: 319298
La Crosse, WI
Current

August 3, 2010 - Present

LPL FINANCIAL LLC

Office #1: 3143 State Rd, Suite 101, La Crosse, WI 54601
RIA
BD
CRD#: 6413
La Crosse, WI
Past

August 3, 2022 - September 28, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
LA CROSSE, WI
Past

July 30, 2010 - July 27, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
LA CROSSE, WI
Past

October 7, 2008 - August 5, 2010

POEHLING CAPITAL MANAGEMENT, INC.

RIA
CRD#: 131668
LA CROSSE, WI
Past

May 7, 2004 - December 14, 2005

MIDWEST PROFESSIONAL PLANNERS, LTD.

RIA
CRD#: 112995
LACROSSE, WI
Past

January 22, 2001 - September 18, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WEST SALEM, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SG
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
NEXT PORTAGE FINANCIAL, LLC | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

CRD#: 319298 / SEC#: 801-124799

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(2/4/2026)
RR
Colorado
(1/2/2018)
RR
Florida
(12/5/2011)
RR
Illinois
(1/2/2018)
RR
Indiana
(6/9/2020)
RR
Iowa
(8/3/2010)
RR
Massachusetts
(10/12/2020)
RR
Michigan
(1/11/2016)
RR
Minnesota
(8/3/2010)
RR
Mississippi
(6/9/2023)
RR
New Hampshire
(5/4/2023)
RR
New Jersey
(4/29/2019)
RR
North Carolina
(1/31/2022)
RR
Ohio
(2/5/2024)
RR
Oklahoma
(9/14/2022)
RR
South Carolina
(1/2/2018)
RR
South Dakota
(11/17/2017)
RR
Utah
(2/23/2021)
RR
Vermont
(8/15/2025)
RR
Virginia
(4/30/2020)
RR
Wisconsin
(8/3/2010)
IAR
Wisconsin
(5/3/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/7/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SG
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
NEXT PORTAGE FINANCIAL, LLC | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

CRD#: 319298 / SEC#: 801-124799

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)
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Contact information

Main Address
3143 State Road Suite 101, La Crosse, WI 54601
Mailing Address
Phone number
(608) 784-9100
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts1,178
AUM (Assets Under Management)$ 272,436,836

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

CRD#: 319298La Crosse, WI 54601

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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