Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schedler is a registered investment advisor representative in Wisconsin with Cowling Bay Wealth Management, LLC. David has been in the industry since 2002 and has a Series 7, 65, and 66 license. David specializes in financial planning, selection of other advisors, and portfolio management for individuals. David has served clients from Oshkosh and Neenah, Wisconsin. David has worked with Legacy Private Trust Company and Cowling Bay Wealth Management, LLC. Currently, David has 38 accounts with $21,085,845 in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WI
09/16/2019 - Present
Cowling BAY Wealth Management, LLC (OSHKOSH WI)
IL
07/31/2002 - 10/13/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 07/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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