DK
David Kent Utterback
CRD 1250772
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Lpl Financial Llc | Registered representative | 07/20/2026 |
| Schamberger, Greylak & Utterback Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Schamberger, Greylak & Utterback Wealth Management, Llc
Member · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗