Joseph Angelo Chowansky
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.
- WillowOct 2025 to now
- Willow Financial LLCOct 2025 to now
- Thrivent Investment Management Inc.Sep 2020 to Oct 2025
- University of ArkansasJul 2018 to Jul 2020
- Oral Roberts UniversityJan 2018 to Jun 2018
- Oral Roberts UniversityAug 2017 to Dec 2017
- Robert Morris UniversityAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7286293
- Firm CRD
- 325785