Advisor at Cowling Bay Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cowling Bay Wealth Management, LLC
Location
Oshkosh, WI
Credentials
Series 65, Series 66
Industry experience
7 years
David Schedler is a financial advisor with Cowling Bay Wealth Management, LLC in Oshkosh, WI. He holds Series 65 and Series 66 licenses and has seven years of industry experience. Prior to founding Cowling Bay Wealth Management in 2019, he spent 15 years at Legacy Private Trust Company. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning primarily for high-net-worth individuals, trusts, and estates. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis and tailored through fundamental, technical, and charting analysis.
Based on Cowling Bay Wealth Management, LLC
Based on Cowling Bay Wealth Management, LLC
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% Over $10,000,001+: Negotiated
Fee-only: Advisory fees based on tiered schedule ranging from 1.00% to negotiable over $10 million, paid quarterly in advance.
Oshkosh, WI
Wisconsin
Cowling Bay Wealth Management, LLC
2019 - Present (7 years)
Legacy Private Trust Company
2004 - 2019 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Oshkosh, WI
Great Lakes Financial Strategies, LLC
Series 66
Oshkosh, WI
Valley Wealth Management
Series 65
Oshkosh, WI
Windward Wealth Strategies, Inc.
Series 63
Oshkosh, WI
Harris Financial Services, Inc.
Series 63, Series 65
Oshkosh, WI
Windward Wealth Strategies, Inc.
CFA®, Series 65
Neenah, WI
Schaper Benz & Wise Investment Counsel Inc
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")