Joseph Chowansky
Advisor at Willow
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Joseph Chowansky is a financial advisor at Willow with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. from 2020 to 2025. Willow serves individual and high-net-worth clients, as well as trusts and estates, offering wealth management and financial planning with an emphasis on fundamental analysis and a long-term investment approach. The firm provides discretionary portfolio management and comprehensive planning advice covering retirement, estate, and related financial matters.
Expertise
Based on Willow
Long-term care insurance
Life insurance needs analysis
Disability insurance
Business succession planning
Charitable giving & philanthropy
Fee options
Wealth management fees range from $5,000 to $40,000 annually, negotiated based on size and complexity
Up to $600 per hour for standalone financial planning services
Fee-only: Hourly fees up to $600 per hour for standalone financial planning services
Location
2860 West Walnut Street, Suite 100
Rogers, AR 72756
Most active in
Joseph C has reported serving >5 clients in these states in the last 12 months.
Arkansas
Work history
Willow Financial LLC
2025 - Present (1 year)
Thrivent Investment Management
2020 - 2025 (5 years)
University of Arkansas
2018 - 2020 (2 years)
Oral Roberts University
2018 - 2018 (1 year)
Oral Roberts University
2017 - 2017 (1 year)
Robert Morris University
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chris P
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
Johnathan K
CFA®, Series 65
Bentonville, AR
Krueger Asset Management, LLC
Steven H
Series 65
Centerton, AR
Hoffman Capital Management, LLC
Stephen C
Series 65
Rogers, AR
Steve Chastain Wealth Management LLC
Jacqueline R
CFP®, Series 63, Series 66
Bentonville, AR
Elevated Wealth LLC
Jessica H
CFP®, Series 66
Bentonville, AR
Do Wealth Different
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")