Brokerage Services

Northwestern Investments offers access to a full-service brokerage through LPL Financial, a registered broker/dealer. We work with you to create a customized portfolio that helps address your individual requirements, using competitively priced, well-known products. Whether you are just starting a career, approaching middle age, considering retirement, or already retired; consider Northwestern Investments.

 Meet our team:

Jim McGovern, CFP®
Vice President/LPL Financial Advisor
(231) 932-6709

A CERTIFIED FINANCIAL PLANNER™, Jim has spent over 30 years in the banking industry and has extensive knowledge in commercial lending, investments and retirement planning. A graduate of the University of Michigan, he received his Master of Business Administration degree in finance from the University of Detroit and later attended Cannon Trust School. Jim is a Leadership Grand Traverse graduate and a member of the Financial Planning Association.

 

Courtney Font, CFP®
Assistant Vice President/LPL Financial Advisor
(231) 622-7090

Courtney has 11 years of experience in the financial services industry. A graduate of William Smith College, Geneva, NY, she is a CERTIFIED FINANCIAL PLANNER™. She previously worked in the Traverse City office of a large investment firm. Courtney provides customized investment management solutions for northern region clients. She is on the Board of Directors for Kiwanis Club of Harbor Springs and the Women’s Resource Center of Northern Michigan, and volunteers with Zonta, Leelanau Conservancy, and the Fishtown Preservation Society.

 

Chris Bousson
Assistant Vice President/LPL Financial Advisor
(231) 233-0859

Chris has over ten years of banking and investment experience. He is a graduate of Western Michigan University with a degree in finance. Prior to Northwestern, he worked for several large financial service providers in Michigan. Chris focuses on personalized financial management options for clients in the bank’s southern region.

 

Scott Ripmaster
Assistant Vice President/LPL Financial Advisor
(231) 941-6175

Scott has 13 years of financial investment experience, most recently as a portfolio manager with another firm in Traverse City. He assists clients in the Traverse City area building, executing, and monitoring their investment programs and strategies. Scott is a graduate of Ferris State University and Grand Valley State University.

 

Craig Leppien
Assistant Vice President/LPL Financial Advisor
(231) 941-6171

Craig has nine years of experience in the financial services industry. He attended Delta College and is a graduate of Michigan State University with a degree in finance. Prior to joining Northwestern, he worked as a financial advisor for two other financial services providers in Michigan. Craig volunteers for Habitat for Humanity and has served as president of the Traverse City Chapter of Business Network International and as Traverse City Chamber Ambassador.

 

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Northwestern Bank and Northwestern Investments are not registered broker/dealers and are not affiliated with LPL Financial.

 Not FDIC Insured Not Bank Guaranteed
May Lose Value Not a Bank Deposit
Not Insured by any Federal Government Agency 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, FL, GA, IL, MD, MI, MO, MT, NC, NV, NY, OH, SC, and WI. 

Contact Us

Customer Service Center
Mon.–Fri. 8:00 a.m. to 7:00 p.m.
Sat. 9:00 a.m. to 1:00 p.m.
(231) 935-4357
Toll-free: (866) 935-HELP (4357)

customerservice@nwbank.com

For your protection, do not send account numbers
or other confidential information via e-mail.

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