Cowling Bay Wealth Management Email Formats

Financial Services • Neenah, Wisconsin, United States • 1-10 Employees

Cowling Bay Wealth Management Email Formats

Cowling Bay Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@cowlingbay.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cowlingbay.com	100%

Key Contact at Cowling Bay Wealth Management

David Schedler

President

Company overview

Headquarters	1690 Grundman Ln, Oshkosh, Wisconsin 54901, US
Phone number	+19203831617
Website	cowlingbay.com
NAICS	52
Keywords	Financial Planning And Investment Management
Founded	2019
Employees	1-10

About Cowling Bay Wealth Management

Cowling Bay Wealth Management is an independent wealth management firm focused on providing clients with comprehensive wealth planning and investment management services. We strive to engage our core values of integrity, honesty, and diligence daily, to provide services to individuals and families throughout Wisconsin. As a fiduciary, we are charged with providing independent advice that is in the best interest of our clients. CBWM is a fee-only registered investment advisor based in Northeastern Wisconsin. Cowling Bay Wealth Management, LLC (“CBWM”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CBWM and its representatives are properly licensed or exempt from licensure. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Cowling Bay's advisory persons after entering into an advisory agreement and provided Cowling Bay with all requested background and account information. If you have any questions regarding our policies, please contact us at www.cowlingbay.com.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Cowling Bay Wealth Management has never raised funding before.

Cowling Bay Wealth Management Tech Stack

Discover the technologies and tools that power Cowling Bay Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Joomla

CMS

UIKit

UI frameworks

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

PHP

Programming languages

Open Graph

Miscellaneous

Bootstrap

UI frameworks

Google Analytics

Analytics

jQuery Migrate

JavaScript libraries

Frequently asked questions

Cowling Bay Wealth Management is located in Neenah, Wisconsin, US.

You can reach Cowling Bay Wealth Management at +19203831617.

Cowling Bay Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Cowling Bay Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cowling Bay Wealth Management

David Schedler

President

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