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Joseph Chowansky

Investment adviser representative at Willow Financial in Rogers, AR

Investment adviser registrationUpdated

Joseph Chowansky is an investment adviser representative at Willow Financial LLC, an investment adviser managing $128M, and works from its Rogers, AR office. Joseph Chowansky has been registered through Willow Financial since 23 October 2025, has 6 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

6
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Joseph Chowansky has been an investment adviser representative at Willow Financial since October 2025, and is not listed among the firm’s executive officers or direct owners.

Willow Financial LLC is a Rogers, AR firm with $128M under management, 108 clients and 4 advisers across 2 offices, as of its June 2026 filing.

Joe Chowansky is an Advisor of Willow Financial. He specializes in financial planning with an emphasis on retirement forecasting and tax efficiency.

Joseph Chowansky’s longest registration was 4 years at Thrivent Investment Management Inc. (2020–2025). Before joining Willow Financial in 2025, Joseph Chowansky was registered through Thrivent Investment Management Inc.

  1. WillowCurrent
    – present · under a year
    Rogers, AR · Adviser representative · Firm CRD 325785
  2. Thrivent Investment Management Inc.
    – · 4 years
    Rogers, AR · Adviser representative · Firm CRD 18387

Credentials and registrations

Investment adviser representative registrations

Joseph Chowansky is registered as an investment adviser representative in Arkansas, since October 2025.

  • ArkansasSince 23 October 2025

Examinations

Series 664 November 2020
Name
Uniform Combined State Law Examination
Series 7TO14 October 2020
Name
General Securities Representative Examination
SIE21 September 2020
Name
Securities Industry Essentials Examination

Key facts

Full name
Joseph Angelo Chowansky
CRD
7286293
Firm
Willow Financial · CRD 325785
Office
2860 WEST WALNUT STREET, SUITE 100, Rogers, AR 72756
Registration
Investment adviser registration
In the industry since
October 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Joseph Chowansky work?

Joseph Chowansky is an investment adviser representative registered through Willow Financial LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Joseph Chowansky a financial advisor?

Yes. Joseph Chowansky has a current investment-adviser registration in Arkansas, through Willow Financial since October 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Joseph Chowansky have?

Joseph Chowansky has 6 years in the financial industry, since October 2020, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Joseph Chowansky passed?

Joseph Chowansky has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2020.

Source: IAPD individual record, checked 22 October 2026

Where did Joseph Chowansky work before Willow Financial?

Before Willow Financial, Joseph Chowansky was registered through Thrivent Investment Management Inc., November 2020 to October 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Joseph Chowansky based?

Joseph Chowansky’s registered office is in Rogers, AR.

Source: IAPD individual record, checked 22 October 2026

Is Joseph Chowansky registered with FINRA?

No. Joseph Chowansky has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Joseph Chowansky’s record?

Search CRD 7286293 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Chowansky’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Willow Financial

Sources

  1. IAPD individual record, CRD 7286293, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Willow Financial LLC, filed 30 June 2026. Executive officers and direct owners; this person is not among them.
  3. Willow Financial team page. Biography, education, credentials, awards.