Northwest Financial Advisors Appoints Neetu Kohli Program Manager for LPL Financial Investment Services Program
HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the appointment of Neetu Kohli, senior vice president of business development & wealth management, as program manager for the firm’s LPL Financial (LPL) investment services program.
LPL serves as the firm’s broker-dealer and wealth management partner, providing the infrastructure, resources and expertise needed to successfully operate an investment services program. Through its partnership with LPL, NWFA’s investment services program provides clients with access to comprehensive wealth management, investment research, innovative technology and personalized financial guidance delivered by experienced financial advisors.
Having served NWFA for the past five years in various leadership roles, Kohli has been instrumental in expanding the organization's wealth management and business development initiatives while strengthening relationships with clients, financial advisors and leadership. In her expanded role as program manager, Kohli will provide strategic oversight for the firm’s investment services program, working closely with LPL to support advisor development, strengthen referral relationships, drive program growth and enhance the delivery of wealth management services to clients.
“Neetu has been a valued member of our leadership team for five years. Throughout her tenure, she has demonstrated a commitment to fostering advisor success and supporting the growth of our firm’s wealth management services,” said President & CEO Kevin Fisher. “Her extensive knowledge of the organization, combined with her industry expertise and collaborative leadership style, make her well-positioned to oversee our LPL program.”
"I am honored to serve as program manager for our LPL investment services program,” said Kohli. “Since joining the firm, I've had the privilege of working with an exceptional advisor team dedicated to helping our clients pursue their financial goals. I look forward to continuing to grow the program, supporting our advisors and expanding the services we provide to help our clients build lasting financial confidence."
To learn more about Kohli, see her biography on the firm’s website or visit 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, managing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer2 and NWFA's securities custodian, ranked NWFA the No. 5 investment program among its credit union programs and the No. 17 investment program among its bank and credit union programs combined in 2025.1 Visit nwfllc.com for more information.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, service and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
