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Reading the graph
Advisor at SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
LA CROSSE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC | Independent wealth | May 3, 2022 | n/a | yes | LA CROSSE, WI | Current employment |
| POEHLING CAPITAL MANAGEMENT, INC. | Independent wealth | Oct 7, 2008 | Aug 5, 2010 | no | LA CROSSE, WI | Previous registration |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | Independent wealth | May 7, 2004 | Dec 14, 2005 | no | LACROSSE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| POEHLING CAPITAL MANAGEMENT, INC. | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC | Aug 5, 2010 | May 3, 2022 | 4,289 | Firm change after gap | Other |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | POEHLING CAPITAL MANAGEMENT, INC. | Dec 14, 2005 | Oct 7, 2008 | 1,028 | Firm change after gap | Other |