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Sep 11

Neetu Kohli Promoted to Senior Vice President of Business Development & Wealth Management

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced the promotion of Neetu Kohli to Senior Vice President of Business Development and Wealth Management.

Kohli joined the firm as Advisor Development Manager in 2021. She was promoted to Assistant Vice President of Wealth Management, and subsequently, Vice President of Wealth Management prior to her newest role with the firm. As SVP of Business Development and Wealth Management, she will lead the firm’s financial advisors and Northwest Direct division, drive go-to-market strategy and manage key partnerships to deliver exceptional client value. In addition, she will oversee advisor recruitment, working to attract top advisor talent and successfully onboard them to the firm.

“I’m truly excited for the opportunity to continue delivering value to our organization. I deeply appreciate the support and encouragement I’ve received from everyone over the years, and I thank all for being part of my journey,” said Kohli.

President/CEO Kevin Fisher said, “Neetu brings over 15 years of experience in investment and insurance sales, complemented by a strong knowledge of market trends and client-focused solutions. She is well versed in portfolio management, strategic leadership and team development. We are grateful for Neetu’s breadth of knowledge and steadfast dedication to meeting our firm’s objectives.”

More information about Kohli can be found in her corporate biography or by visiting her LinkedIn page.

 

About Northwest Financial Advisors

Serving individuals and businesses across the nation for more than a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized wealth management advice and solutions to help individuals and business owners work toward creating, growing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer and NWFA's securities custodian,2 ranked NWFA the No. 3 investment program among its credit union programs and the No. 13 investment program among its bank and credit union programs combined in 2025. Visit www.nwfllc.com for more information.

 

1Rankings based on overall production among all of LPL Financial’s Financial Institution Services (FIS) advisors as of June 30, 2025.
2Based on total revenues, as reported by Financial Planning magazine, 1996-2024.

Recent Articles

Aug 28

Northwest Financial Advisors Hires Dorothy Qin to “Northwest Direct” Program

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 today announced the hiring of Dorothy Qin as financial consultant. She is a member of the firm’s Northwest Direct team that serves as a resource for seasoned advisors, expanding client service capabilities and supporting the firm’s growth trajectory.

Qin has more than seven years of experience in the financial services industry and most recently worked for Wells Fargo and Charles Schwab.

Aug 18

Joseph Szadvari III Joins Northwest Financial Advisors as Financial Advisor

HERNDON, Va.  — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Joseph Szadvari III recently joined the firm as a financial advisor.

Szadvari brings 25 years of financial services experience to the firm. Most recently, he served as a financial advisor for PNC. Prior to that, he was an investment advisor with Dominion Financial Consultants and a private banker with PNC.

Jun 25

Northwest Financial Advisors Hires Janna Vloet as Financial Consultant

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Janna Vloet joined the firm as a financial consultant. Vloet is assigned to the company’s Northwest Direct program, a service model that elevates and expands service to the firm’s growing clientele. She will work in partnership with the firm’s wealth and branch advisors to serve new and existing clients of the firm.