Jan 28

LPL Financial Selects Northwest Financial Advisors as a 2020 LPL Top Investment Program

Firm honored for high-quality service delivery and advice

Herndon, Va. — LPL Financial (LPL) recently named Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union, a 2020 Top Investment Program.1 LPL is a partner to the firm providing comprehensive brokerage and wealth management services. This is the third consecutive year that LPL has recognized Northwest Financial Advisors as a leader in the 11+ Advisors category.

LPL recognized Northwest Financial Advisors and its financial professionals for their use of innovation and leadership in driving change, and excellence in execution, in a recent program managers virtual meeting. Led by Sr. Vice President Karen Benedict, the program was among only five of more than 800 LPL Financial bank and credit union programs to earn similar recognition, a distinct achievement in a year that prompted all financial institutions to adjust to uncertainty and adopt new ways of doing business.

NWFA President and CEO Kevin Fisher said, “I’m proud of Karen’s leadership and our advisors’ commitment to enhancing the financial lives of our clients. The team has continued to guide our clients through many challenges, including the recent pandemic and the impact it has had both financially and emotionally. Our advisors are steadfast and tenacious in their desire to protect and grow our clients’ assets, and this recognition reflects their success in doing so.”

“On behalf of LPL, I congratulate the entire team at Northwest Financial Advisors for their dedication to helping clients gain access to valuable objective financial guidance in an ever-changing environment,” said Arthur Osman, LPL Financial executive vice president, Institution Services Relationship Management. “The program remains committed to the highest service standards, and this honor demonstrates the outstanding results and tireless work each team member does to take care of their clients’ financial needs and aspirations. We thank Northwest Financial Advisors for their continued partnership and wish them continued success.”

In addition to serving Northwest Federal Credit Union members in the Washington, DC region, NWFA’s team of 11 advisors assists individuals and business owners across the nation in maximizing their financial well-being through prudent and objective financial planning and asset management.

 

About Northwest Financial Advisors

Serving individuals and businesses across the nation for more than two decades, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union, and offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals, families and business owners create, grow, protect and preserve their assets. LPL Financial, the nation’s leading independent broker-dealer and NWFA’s securities custodian, ranked NWFA the No. 1 investment program among its credit union programs and the No. 5 investment program among its bank and credit union programs combined in 2020 (based on total investment revenue).2 For more information, visit nwfllc.com.

 

About LPL Financial

LPL Financial (https://www.lpl.com) is a leader in the retail financial advice market and the nation’s largest independent broker-dealer.3 LPL serves independent financial professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

 

1This award is based on average productivity by advisors.
2Rankings based on overall production among all LPL Financial FIS advisors, 2007 through September 30, 2020.
3Based on total revenues, Financial Planning magazine June 1996 to 2020.
 
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union (NWFCU) is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors, and may also be employees of NWFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NWFCU or Northwest Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency  |  Not Credit Union Guaranteed  |  Not Credit Union Deposits or Obligations  |  May Lose Value

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Nikki Young Promoted to Associate Financial Advisor

Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 today announced the promotion of Nikki Young from Client Service Associate to Associate Financial Advisor.

Young embarked on her financial advisory career upon joining NWFA in April 2017. She held both operational and sales support positions with the firm prior to her promotion. Her previous employment includes customer and sales support positions in the bank and credit union industries.