David R. Schedler

COWLING BAY WEALTH MANAGEMENT

Oshkosh, WI

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CRD#: 1201198

Professional summary

David Robert Schedler, CPWA® is a registered financial advisor currently at COWLING BAY WEALTH MANAGEMENT, LLC located in Oshkosh, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Schedler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Start date: 2020-11-21

Expire date: 2024-10-31

Experience

Current

September 16, 2019 - Present

COWLING BAY WEALTH MANAGEMENT, LLC

RIA

CRD#: 305685

Oshkosh, WI

Past

August 5, 2002 - October 13, 2003

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

NEENAH, WI

Past

July 31, 2002 - October 13, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(9/16/2019)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/24/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/1/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/30/2002

General Securities Representative Examination

Current Firm

COWLING BAY WEALTH MANAGEMENT, LLC

CRD#: 305685 / SEC#:

Wisconsin

Registered Investment Advisory firm - (9/16/2019 Approved)

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Contact information

Main Address

Oshkosh, WI

Mailing Address

Phone number

(920) 383-1617

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 23,009,400

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David R. Schedler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert Schedler's CRS (Customer Relationship Summary).

Certified licenses

Experience

COWLING BAY WEALTH MANAGEMENT, LLC

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2019

Series 66

Date: 8/1/2002

Series 7

Date: 7/30/2002

Current Firm

COWLING BAY WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COWLING BAY WEALTH MANAGEMENT, LLC

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