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Philip A Kapler

Willow Financial LLC

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About Philip A Kapler

Philip Kapler is a registered Investment Advisor Representative with Willow Financial LLC in Rogers, Arkansas. Philip has been in the financial industry since March 2015, and is licensed in Arkansas, Oklahoma, Tennessee and Texas. Philip holds the Series 6, 7, 63 and 65 securities licenses. Philip specializes in providing financial planning, portfolio management for individuals and the selection of other advisors.

Firm Information

Philip Kapler is currently registered with Willow Financial LLC. Willow Financial LLC is a registered investment advisor with 5 investment adviser representatives and manages approximately $110,460,632 in assets. They provide financial planning, selection of other advisers, and portfolio management for individuals and high-net-worth individuals. Their client base includes 38 high-net-worth individuals with $76,433,092 in assets under management and 65 individuals other than high-net-worth individuals with $34,027,540 in assets under management.

$110.46M

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Philip Kapler’s Registration & Firm History

AR

09/19/2023 - Present

Willow Financial LLC (ROGERS AR)

AR

03/23/2015 - 06/30/2023

THRIVENT INVESTMENT MANAGEMENT INC. (Rogers AR)

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Licenses & Designations

IA

Issued 05/31/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2017

Series 7 - General Securities Representative Examination

BC

Issued 03/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip A Kapler.
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