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Joseph Angelo Chowansky

WILLOW
ROGERS, AR
·CRD# 7286293·6 years experience

Professional Summary

Joseph Angelo Chowansky is a registered financial advisor currently at WILLOW located in Rogers, Arkansas. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

WILLOW·CRD# 325785
RIA
2860 West Walnut Street Suite 100, Rogers, AR 72756
October 23, 2025 - Present
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Rogers, AR
November 5, 2020 - October 13, 2025
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Rogers, AR
October 14, 2020 - October 13, 2025

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Current Firm

WI
WILLOW

PATHWAY | WILLOW FINANCIAL LLC | WILLOW

CRD#: 325785 / SEC#: 801-131403
RIA
Registered Investment Advisory firm - SEC (11/1/2024 Approved)
Arkansas
Registered Investment Advisory firm - Arkansas (11/21/2024 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (12/2/2024 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (11/20/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/20/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2860 West Walnut Street Suite 100, Rogers, AR 72756

Phone Number

(479) 709-3949

# of Employees

5

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WILLOW FINANCIAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

358

AUM (Assets Under Management)

$127,638,991

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance agent; Investment-related; 2860 West Walnut Street, Suite 100, Rogers, AR, 72756; License maintained for insurance sales and implementation of insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WILLOW

PATHWAY | WILLOW FINANCIAL LLC | WILLOW

CRD#: 325785 / SEC#: 801-131403
RIA
Registered Investment Advisory firm - SEC (11/1/2024 Approved)
Arkansas
Registered Investment Advisory firm - Arkansas (11/21/2024 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (12/2/2024 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (11/20/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/20/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arkansas
(10/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Joseph Angelo Chowansky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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