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Channing F. Mitzell, CFP®Co-Founder and Managing Principal40 years of service

Channing F. Mitzell, CFP®
Co-Founder and Managing Principal
40 years of service

Chap is a Co-Founder and Managing Principal of Windsor. He has over 39 years of experience and has advised hundreds of individuals with their individual needs, wants and wishes. Showing clients the appropriate path to their goals, while monitoring their path over time, is a very rewarding process. Chap enjoys making a difference in his clients’ situations.

A Certified Financial Planner (“CFP”) since 1989, Chap was admitted to the Registry of Financial Planning Practitioners in 1988, before its transfer to the CFP Board of Standards in 1994. From 1992 to 1994, he served two consecutive terms as President of the Indianapolis Chapter of the International Association for Financial Planning (“IAFP”), now known as the Financial Planning Association (“FPA”). During 1992-1994, he was also the IAFP Liaison to the Indianapolis Chapter of the Institute of Certified Financial Planners (“ICFP”).

Chap graduated from Culver Military Academy and Purdue University before co-founding Windsor in 1986. He lives in Westfield with his wife, Sallie Jo. Together, Chap and Sallie Jo have three adult children: Karen, Katherine and Channing.


Windsor Professional Recognition Disclosures

 Barron’s Top 500 Advisors Forum

This is an invitation-only event from Barron's, where the nation's top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers.

Windsor is not affiliated with Barron’s.

 Indianapolis Monthly’s list of Five Star Wealth Advisors

Five Star Wealth Managers awards are given to industry qualified advisors that meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients.

Eligibility Criteria – Required

  1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor.
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years.
  3. Favorable regulatory and complaint history review.
  4. Fulfilled their firm review based on internal firm standards.
  5. Accepting new clients.

Evaluation Criteria - Considered

  1. One-year client retention rate.
  2. Five-year client retention rate.
  3. Non-institutional discretionary and/or non-discretionary client assets administered.
  4. Number of client households served.
  5. Education and professional designations.

Windsor is not affiliated with Indianapolis Monthly or Five Star Professional. Windsor did not pay a fee to be considered for inclusion.