Lewis Coffey
Windsor Capital Management · Bloomington, Minnesota
Lewis Coffey is a fee-only financial advisor at Windsor Capital Management in Bloomington, Minnesota. Windsor Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Windsor Capital Management |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $703.4M across 1,204 accounts |
| SEC registration | Investment adviser representative in MN · CRD 4346851 |
| Exams passed | Series 65 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.moneyuncomplicated.net |
How Lewis's firm compares
- Windsor Capital Management's average account is about $584,000, from its Form ADV (assets managed divided by 1,204 accounts).
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Questions about Lewis
Is Lewis Coffey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lewis holds no broker registration, and Windsor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lewis charge for financial advice?
Lewis's firm, Windsor Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lewis Coffey based?
Lewis Coffey is based in Bloomington, Minnesota.
Is Lewis Coffey registered with the SEC?
Yes. Lewis Coffey is registered as an investment adviser representative in MN (CRD 4346851), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windsor Capital Management manage?
Windsor Capital Management reports $703.4M across 1,204 accounts in assets under management.
How do I contact Lewis Coffey?
Through Lewis's website, www.moneyuncomplicated.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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