WILLOW FINANCIAL LLC

WILLOW FINANCIAL LLC of ROGERS, AR is an SEC-registered investment adviser (CRD 325785). Regulatory assets under management: $127.6M.

Registration

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Steven Michael SchmittMANAGING MEMBER / PRINCIPAL
Philip A KaplerMEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER
Madison Elizabeth DerdenMEMBER, FINANCIAL ADVISOR
SCHMITT ANTHONY MICHAELMANAGING MEMBER / PRINCIPAL
KAPLER PHILIP AMEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER

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