Neetu Kohli
Investment adviser representative at Northwest Financial Advisors LLC
18 yearsExperience
1 stateRegistered in
$1.2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Northwest Financial GroupMay 2022 to now
- Northwest Financial Advisors LLCJun 2021 to now
- LPL Financial LLCJun 2021 to now
- Wells Fargo Clearing Services, LLCMay 2019 to May 2021
- Charles SchwabMay 2018 to Mar 2019
- United Brokerage ServicesMay 2017 to May 2018
- PNC InvestmentsAug 2009 to May 2017
- PNC BankFeb 2008 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Northwest Financial Advisors LLC
$1.2BAssets managed
1,915Clients
20Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5266903
- Firm CRD
- 166769