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David Robert Schedler

Cowling Bay Wealth Management, LLC

Oshkosh, WI

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Current Employers
Cowling Bay Wealth Management, Llc

Oshkosh, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-29
  • WI RA
    APPROVED
    Since 2026-06-29

Branch Locations

Oshkosh, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Private Trust Company Neenah WI 03/2004 08/2019
Cowling Bay Wealth Management, Llc Oshkosh WI 09/2019 Present
Previous Registrations
  • 2002-08-05 → 2003-10-13
    Banc One Securities Corporation
    Neenah, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-24
S66 Uniform Combined State Law Examination 2002-08-01
  • S65 Uniform Investment Adviser Law Examination
    2019-07-24
  • S66 Uniform Combined State Law Examination
    2002-08-01

View on SEC IAPD

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