Tristen Utterback
CRD Number: 6745720Current Firm: Schamberger, Greylak & Utterback Wealth Management, LLC
Tristen Utterback (CRD# 6745720) is an Investment Advisor Representative working at Schamberger, Greylak & Utterback Wealth Management, LLC in La Crosse, WI and has 1 year of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schamberger, Greylak & Utterback Wealth Management, LLC | La Crosse, WI | Jan 2024 - Current | < 1 |
| Lpl Financial LLC | Chicago, IL | Nov 2023 - Current | < 1 |
| Northern Trust | Chicago, IL | Apr 2019 - Oct 2023 | 4 |
| University Of Chicago | Chicago, IL | Sep 2019 - Jun 2023 | 3 |
| Citigroup | Tampa, FL | May 2017 - Apr 2019 | 1 |
| University Of South Florida | Tampa, FL | Aug 2014 - May 2017 | 2 |
| Raymond James Financial | St Petersburg, FL | Jan 2017 - Apr 2017 | < 1 |
| Usf Federal Credit Union | Tampa, FL | Sep 2015 - Jan 2017 | 1 |
| College Nannies Sitters And Tutors | Tampa, FL | May 2016 - Dec 2016 | < 1 |
| Rooms To Go | Seffner, FL | May 2016 - Aug 2016 | < 1 |
| Mayo Clinic Health System | La Crosse, WI | Mar 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- IL
- WI
-
Total Assets Under Management230MILLIONS
-
Total Number of Accounts971ACCOUNTS
-
Average Account Value$237,331
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, MN, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.