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 |
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
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