Windsor Capital Management, LLC

Windsor Capital Management, LLC (CRD# 116593) is a financial advisory firm headquartered in Phoenix, AZ. They manage $460,788,551 in 1,179 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    461
    MILLION
  • Total Number of Accounts
    1,179
    ACCOUNTS
  • Average Account Value
    $390,830
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, GA, IA, ID, IL, LA, MI, MN, NE, NH, NV, OK, OR, TX, UT, VA, WA, WI

Financial Advisors at Windsor Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kenneth B. Kann
CRD#: 1953384
20860 North Tatum Blvd., Suite 220, Phoenix, AZ 85050
93
Wealthminder
score

Kenneth Kann (CRD# 1953384) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 12 years of experience in the finance industry.

2
Donald E. Peppler
CRD#: 2482674
20860 North Tatum Blvd., Suite 220, Phoenix, AZ 85050
93
Wealthminder
score

Donald Peppler (CRD# 2482674) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 23 years of experience in the finance industry.

3
Frederick A. Petrino
CRD#: 1389177
2021 Midwest Road, Suite 200, Oak Brook, IL 60523
93
Wealthminder
score

Frederick Petrino (CRD# 1389177) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Oak Brook, IL and has over 27 years of experience in the finance industry.

4
Darren L. Whitehurst
CRD#: 2283364
20860 North Tatum Blvd., Suite 220, Phoenix, AZ 85050
93
Wealthminder
score

Darren Whitehurst (CRD# 2283364) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 25 years of experience in the finance industry.

5
Lewis R. Coffey
CRD#: 4346851
Hanover, MN
89
Wealthminder
score

Lewis Coffey (CRD# 4346851) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Hanover, MN and has over 4 years of experience in the finance industry.

6
Carolin A. Haib
CRD#: 2981246
20860 North Tatum Blvd., Suite 220, Phoenix, AZ 85050
58
Wealthminder
score

Carolin Haib (CRD# 2981246) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.