Cowling Bay Wealth Management, LLC

Cowling Bay Wealth Management, LLC (CRD# 305685) is a financial advisory firm headquartered in , . They manage $21,085,845 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.cowlingbay.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $554,891
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Cowling Bay Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Schedler, financial advisor Oshkosh WI
David R. Schedler
CRD#: 1201198
Oshkosh, WI

David Schedler (CRD# 1201198) is an Investment Advisor Representative working at Cowling Bay Wealth Management, LLC in Oshkosh, WI and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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