AdvisorOS Directory
Claim Profile
Unclaimed Profile
DP

Donald Edward Peppler

WINDSOR CAPITAL MANAGEMENT, LLC·PHOENIX, Arizona
Series 7, Series 24, Series 63, Series 65Clean record19 years registeredWINDSOR CAPITAL MANAGEMENT, LLC
20860 NORTH TATUM BLVD., PHOENIX, AZ 85050CRD# 2482674Firm CRD# 116593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Edward Peppler · PHOENIX, AZ
Registration
CRD #2482674 · WINDSOR CAPITAL MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

WINDSOR CAPITAL MANAGEMENT, LLC
Apr 2008 – present
LPL FINANCIAL CORPORATION
Jan 2007 – Apr 2008
OSHKOSH, WI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 29, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WINDSOR CAPITAL MANAGEMENT, LLC
CRD 116593 · SEC 801-64200
AUM
$620M
Regulatory assets under management
Employees
8
1,200 client accounts
Services offered by WINDSOR CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WINDSOR CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Donald Edward Peppler offer?
Donald Edward Peppler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Donald Edward Peppler's credentials?
Donald Edward Peppler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Edward Peppler located?
Donald Edward Peppler is based in PHOENIX, Arizona, working with WINDSOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Donald Edward Peppler charge for services?
Donald Edward Peppler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDSOR CAPITAL MANAGEMENT, LLC?
WINDSOR CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $620M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WINDSOR CAPITAL MANAGEMENT, LLC

Darren Lane Whitehurst
PHOENIX, AZ

More Advisors in PHOENIX, Arizona

Edward Lawrence Janulis
DIGITAL ASSET MANAGEMENT US INC·PHOENIX, AZ
Todd Coleman Early
SOVEREIGN INVESTMENT ADVISORS LLC·PHOENIX, AZ
Brent James Miller
SABRIENT SYSTEMS, LLC·PHOENIX, AZ
Brian Michael Riordan
L. ROY PAPP & ASSOCIATES, LLP·PHOENIX, AZ
John Eldon Reimer
STELLAR CAPITAL MANAGEMENT LLC·PHOENIX, AZ
Erica Maja Mcginnis
SAGEPOINT FINANCIAL, INC.·PHOENIX, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)GILBERT (6)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideTEMPE GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile