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 11 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 22 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 26 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 24 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 3 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 18 years of experience in the finance industry.

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