Windsor Financial Group LLC

Windsor Financial Group LLC (CRD# 107462) is a financial advisory firm headquartered in Minneapolis, MN. They manage $515,019,783 in 786 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    515
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $655,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, IA, IL, KS, MN, MO, ND, NE, NM, NV, OK, SD, TX, WI

Financial Advisors at Windsor Financial Group LLC
Showing 1 - 7 of 7 top financial advisors.
1
Thomas C. Saunders
CRD#: 6271490
333 South 7th Street, Suite 2900, Minneapolis, MN 55402
103
Wealthminder
score

Thomas Saunders (CRD# 6271490) is an Investment Advisor Representative working at Windsor Financial Group LLC in Minneapolis, MN and has 5 years of experience in the finance industry. Thomas Saunders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Tyron K. Estlick
CRD#: 716137
333 South 7th Street, Suite 2900, Minneapolis, MN 55402
96
Wealthminder
score

Tyron Estlick (CRD# 716137) is an Investment Advisor Representative working at Windsor Financial Group LLC in Minneapolis, MN and has over 37 years of experience in the finance industry.

3
Terrence M. Fettig
CRD#: 1295559
333 South 7th Street, Suite 2900, Minneapolis, MN 55402
96
Wealthminder
score

Terrence Fettig (CRD# 1295559) is an Investment Advisor Representative working at Windsor Financial Group LLC in Minneapolis, MN and has over 15 years of experience in the finance industry.

4
James R. Fritschel
CRD#: 3274250
333 South 7th Street, Suite 2900, Minneapolis, MN 55402
96
Wealthminder
score

James Fritschel (CRD# 3274250) is an Investment Advisor Representative working at Windsor Financial Group LLC in Minneapolis, MN and has over 17 years of experience in the finance industry. James Fritschel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David O. Koch
CRD#: 1141051
333 South 7th Street, Suite 2900, Minneapolis, MN 55402
96
Wealthminder
score

David Koch (CRD# 1141051) is an Investment Advisor Representative working at Windsor Financial Group LLC in Minneapolis, MN and has over 34 years of experience in the finance industry. David Koch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jennifer M. Mc Cool
CRD#: 4199654
333 South 7th Street, Suite 2900, Minneapolis, MN 55402
96
Wealthminder
score

Jennifer Mc Cool (CRD# 4199654) is an Investment Advisor Representative working at Windsor Financial Group LLC in Minneapolis, MN and has over 12 years of experience in the finance industry. Jennifer Mc Cool has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Joshua T. Hill
CRD#: 6517656
333 South 7th Street, Suite 2900, Minneapolis, MN 55402
90
Wealthminder
score

Joshua Hill (CRD# 6517656) is an Investment Advisor Representative working at Windsor Financial Group LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

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Disclosure
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.