PK
Philip Kapler
from Willow Financial LLC
Philip Kapler is a financial advisor based in Arkansas, Rogers,
with 13 years of experience. Philip currently works for
Willow Financial LLC.
Philip maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Philip Kapler works at Willow Financial LLC
Willow Financial LLC is a financial advisory firm based in Rogers, Arkansas. It currently has approximately $32,012,872 of assets under management and employs about 3 people. Willow Financial LLC uses a fee structure of hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
Hourly charges and fixed fees
Office location
2860 West Walnut Street, Suite 100, Rogers, Arkansas, 72756
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