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Donald Edward Peppler

Windsor Capital Management, LLC

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About Donald Edward Peppler

Donald Edward Peppler is an investment advisor representative with Windsor Capital Management, LLC. Donald has over 25 years of experience in the financial services industry. Donald is a Registered Investment Advisor in Arizona, Texas and Wisconsin. Donald has been with Windsor Capital Management since 2008, previously working with Peppler Capital Advisors, Inc. and prior to that LPL Financial Corporation.

Firm Information

Donald Peppler is currently registered with Windsor Capital Management, LLC. Windsor Capital Management, LLC is an investment advisor based in Phoenix, Arizona. The firm provides advisory consulting services, financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. As of the most recent reporting, the firm manages approximately $664,971,197 in assets for 1,195 clients.
Windsor Capital Management, LLC

20860 NORTH TATUM BLVD.

PHOENIX, AZ 85050

$664.97M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting services

Advisory consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Peppler’s Registration & Firm History

AZ

04/08/2008 - Present

Windsor Capital Management, LLC (PHOENIX AZ)

WI

07/05/2001 - 04/15/2008

LPL FINANCIAL CORPORATION (OSHKOSH WI)

MO

10/18/1994 - 07/11/2001

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

CA

05/26/1994 - 02/17/1995

MONTANO SECURITIES CORPORATION (ORANGE CA)

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Licenses & Designations

IA

Issued 12/18/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2001

Series 24 - General Securities Principal Examination

BC

Issued 05/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Edward Peppler.
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