Lewis Coffey has been an investment adviser representative at Windsor Capital Management since November 2013, and is not listed among the firm’s executive officers or direct owners. Lewis Coffey studied at the University of Minnesota.
Windsor Capital Management, LLC is a Phoenix, AZ firm with $703M under management, 543 clients and 5 advisers across 4 offices, as of its January 2026 filing.
Lew Coffey is Head of Fixed-Income of Windsor Capital Management, LLC. He is a fixed-income portfolio manager with experience in the Treasury, Agency, Municipal and Corporate bond markets. For over 15 years at the firm he has bought, sold and traded bonds, structured client portfolios and advised on credit analysis, investment strategy and economic outlook. Earlier, he co-founded and served as CEO of an institutional bond management firm.
- – present · 12 yearsBloomington, MN · Adviser representative · Firm CRD 116593
Investment adviser representative registrations
Lewis Coffey is registered as an investment adviser representative in Minnesota, since November 2013.
- MinnesotaSince 1 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lewis Richard Coffey
- CRD
- 4346851
- Firm
- Windsor Capital Management · CRD 116593
- Office
- Bloomington, MN
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- windsoradvisor.com
Where does Lewis Coffey work?
Lewis Coffey is an investment adviser representative registered through Windsor Capital Management, LLC since November 2013, and is not listed among the firm’s executive officers or direct owners.
Is Lewis Coffey a financial advisor?
Yes. Lewis Coffey has a current investment-adviser registration in Minnesota, through Windsor Capital Management since November 2013.
How many years of experience does Lewis Coffey have?
Lewis Coffey has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has Lewis Coffey passed?
Lewis Coffey passed the Series 65 in October 2013.
Where is Lewis Coffey based?
Lewis Coffey’s registered office is in Bloomington, MN.
Is Lewis Coffey registered with FINRA?
No. Lewis Coffey has no current broker registration.
How can I verify Lewis Coffey’s record?
Search CRD 4346851 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lewis Coffey’s full registration record.