Philip A Kapler
Investment adviser representative at Willow
11 yearsExperience
1 stateRegistered in
$127.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- WillowJun 2023 to now
- Willow Financial LLCJun 2023 to now
- Thrivent FinancialJul 2015 to Jun 2023
- Thrivent Investment Management IncMar 2015 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AR).
Willow
Legal name: Willow Financial LLC
$127.6MAssets managed
108Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6429605
- Firm CRD
- 325785