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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Richard Coffey is an Investment Advisor Representative at Windsor Capital Management, LLC, where he has worked since 2011. Lewis is registered with the state of Minnesota and holds the Series 65 license. Lewis specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, charitable organizations and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting services
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.
A percentage of the total value of assets under management is charged.
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MN
11/01/2013 - Present
Windsor Capital Management, LLC (BLOOMINGTON MN)
IA
Issued 10/03/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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