AdvisorOS Directory
Claim Profile
PK

Philip A Kapler

WILLOW FINANCIAL LLC·ROGERS, Arkansas
Unclaimed Profile
2860 WEST WALNUT STREET, ROGERS, AR 72756CRD# 6429605Firm CRD# 325785
01

About

Philip A Kapler is a registered financial advisor based in ROGERS, Arkansas, affiliated with WILLOW FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WILLOW FINANCIAL LLC
WILLOW
AUM
$110M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WILLOW FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6429605
Firm CRD# 325785
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROGERS?

Browse all registered financial advisors in ROGERS, Arkansas or claim this profile if it's yours.

Browse ROGERS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Philip A Kapler offer?
Philip A Kapler specializes in Financial Planning, Investment Management. Contact their office in ROGERS, Arkansas for a consultation.
What are Philip A Kapler's credentials?
Philip A Kapler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip A Kapler located?
Philip A Kapler is based in ROGERS, Arkansas, working with WILLOW FINANCIAL LLC. Their office serves clients in the ROGERS metropolitan area and surrounding communities.
How does Philip A Kapler charge for services?
Philip A Kapler's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLOW FINANCIAL LLC?
WILLOW FINANCIAL LLC has approximately 6 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WILLOW FINANCIAL LLC

Steven Michael Schmitt
ROGERS, AR

More Advisors in ROGERS, Arkansas

John Michael Hudson
HEXAGON CAPITAL PARTNERS, LLC·ROGERS, AR
Amy Marie Morbeck
ARVEST INVESTMENTS, INC.·ROGERS, AR
Asa Anderson Cottrell
ARVEST INVESTMENTS, INC.·ROGERS, AR
Barry Christopher Rooker
ARVEST INVESTMENTS, INC.·ROGERS, AR
Bradley Jean Crain
ARVEST INVESTMENTS, INC.·ROGERS, AR
Bradley Wayne Krieger
ARVEST INVESTMENTS, INC.·ROGERS, AR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arkansas
LITTLE ROCK (157)FAYETTEVILLE (35)NORTH LITTLE ROCK (24)BENTONVILLE (13)LOWELL (10)MAGNOLIA (8)RUSSELLVILLE (6)SEARCY (4)CONWAY (4)HOT SPRINGS (4)
City Guides
LITTLE ROCK GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideBENTONVILLE GuideLOWELL Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
Request removal of this profile