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HS

Hudson J. Schamberger

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT
La Crosse, WI 54601
Some features on this profile are disabled
CRD#: 7375094
HS

Professional summary

Hudson John Schamberger 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.

Hudson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Hudson has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
1)06/2021 - DBA for LPL Business (entity for LPL business) - Schamberger Greylak Wealth Management - Investment Related - La Crosse, WI 54601 2)04/2020 - Real Estate Rental - LBH LLC - 20Hrs/Mo 0Hrs/Mo During Trading - Investment Related - La Crosse, WI 54601 3)06/2021 - DBA for LPL Business (entity for LPL business) - Schamberger Inc - Investment Related - La Crosse, WI 54601 4)06/2021 - DBA for LPL Business (entity for LPL business) - Schamberger Wealth Management - Investment Related - La Crosse, WI 54601 5) LPL FINANCIAL Broker Dealer Licensed Admin since 05/2021 Investment Related 6) Humfeld Farms Farm Farmhand Since 06/2014 Not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hudson John 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

January 26, 2023 - 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

February 10, 2022 - Present

LPL FINANCIAL LLC

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

April 13, 2022 - January 25, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC

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
Minnesota
(3/6/2023)
RR
South Carolina
(3/6/2023)
RR
Wisconsin
(4/12/2022)
IAR
Wisconsin
(1/26/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/12/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/9/2021
Securities Industry Essentials 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 (3 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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