{"id":865010,"date":"2025-06-30T09:59:52","date_gmt":"2025-06-30T13:59:52","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/"},"modified":"2025-06-30T09:59:52","modified_gmt":"2025-06-30T13:59:52","slug":"lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/","title":{"rendered":"LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending"},"content":{"rendered":"<h2>\nHoltschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service<br \/>\n<\/h2>\n<div class=\"mw_release\">\n<p>SAN DIEGO, June  30, 2025  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=xooRa5rRn4Kte3mjqBjCxo498RzUBxfl0HpoQjOuxi0cCUgjdz3ErZIqeJ7I0JMLK6-2mzXDdYqXT-VDOtMj4w==\" rel=\"nofollow\" target=\"_blank\">LPL Financial LLC<\/a>, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company\u2019s banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL\u2019s suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending.<\/p>\n<p>LPL\u2019s strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive services to discerning investors who desire a singular partner, where they can get personalized financial advice along with flexible options for lending, liquidity and cash management. Holtschlag will also oversee integration of these services with LPL\u2019s trading and investment advisory teams, guiding and advancing the firm\u2019s strength in delivering comprehensive wealth management solutions.<\/p>\n<p>\u201cSimplification and centralization are key for both advisors and investors,\u201d said Aneri Jambusaria, Group Managing Director of Wealth Management at LPL Financial. \u201cMike\u2019s deep expertise in financial solutions and his proven track record in driving innovation will be instrumental\u00a0in advancing our banking and lending initiatives, ensuring we continue to offer exceptional, one-stop solutions that reduce friction and power growth for our advisors. With Mike on board, we look forward to continuing to elevate LPL as the destination of choice in wealth management.\u201d<\/p>\n<p>Holtschlag brings more than 25 years of financial services experience to LPL. Most recently, he spent 17 years at Fidelity Investments, where he served as Senior Vice President for the Saving, Spending, and Lending Business within Personal Investing. He led a global team of 150 associates providing a broad portfolio of financial solutions to retail clients, including cash management, credit, debit, lending solutions, health savings accounts, 529 plans, fixed income securities and alternatives. Prior to Fidelity, he was a Principal at The Boston Consulting Group, leading critical initiatives for clients ranging from start-ups to multinational corporations.<\/p>\n<p>Holtschlag holds a Bachelor of Arts in Economics from Harvard University and a Master of Business Administration in Operations and Information Management from the Wharton School of the University of Pennsylvania. He is based in San Diego.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>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 over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 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, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=1GU9vXK2uEXXng0jd4CGrY09FVfQ9JvQIiNCCizcj6zcYZgfW6T32U7YZkWErQhB9ldMXPte7mNcjFiFUHD_JQ==\" rel=\"nofollow\" target=\"_blank\">www.lpl.com<\/a>.<\/p>\n<p>\n        <strong>Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment adviser and broker-dealer. Member FINRA\/SIPC. <\/strong>\n      <\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial.<\/p>\n<p>We routinely disclose information that may be important to shareholders in the \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=UIO5ZHxFn0yxTL6AJaJSBScKhBw82zZTDl_LtO9rx_aw3EeXgIfeGwfukXaaNm9-XpezNfYIqr2azU_ktyCgx2kIJRga1lnUa0gp8u7bNzM=\" rel=\"nofollow\" target=\"_blank\">Investor Relations<\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=GZeiBQ57NM2qd-_RywsZDFEqxFi3PX-iK4tgrRJ-wHsYA8LbqxxeNw9C8jnUP9uWsJ3MkNO-qFm3n-zeYvlIlbhTbj-8aOw6_rRqtmgm4Z3LJ9Y7v-mWVq9T-XSpmo80\" rel=\"nofollow\" target=\"_blank\">Press Releases<\/a>\u201d section of our website.<\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong>\u00a0<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=t1x0k0UoRAHtIsj5HqWY1hD9FtrNsAiYbrsf-XbU406ClIYldaR-i9bYHmBEsxOsYRd5eWG8ezBMlgixOclvKvmdkXTOjC6s6sL8GpLHJNOt7wXEFnnQuVYgeK8GOZ00lB4Z3N0vL7GTTFooJIRCCw==\" rel=\"nofollow\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a>\u00a0<br \/>(402) 740-2047\u00a0<\/p>\n<p>\n        <strong>Tracking #: <\/strong>759379<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQ4NjUxOSM3MDE4ODkwIzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/MDY1MTQ4ODctYzcxYi00NDc5LWE4ZDAtNjBkZDE0MjcyN2RiLTEwMzA3MTMtMjAyNS0wNi0zMC1lbg==\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company\u2019s banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL\u2019s suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL\u2019s strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive services &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-865010","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company\u2019s banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL\u2019s suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL\u2019s strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive services &hellip; Continue reading &quot;LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-30T13:59:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQ4NjUxOSM3MDE4ODkwIzIwMTkxNDA=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending\",\"datePublished\":\"2025-06-30T13:59:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\\\/\"},\"wordCount\":585,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTQ4NjUxOSM3MDE4ODkwIzIwMTkxNDA=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\\\/\",\"name\":\"LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending - 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In this role, Holtschlag will lead the company\u2019s banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL\u2019s suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL\u2019s strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive services &hellip; Continue reading \"LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/","og_site_name":"Market Newsdesk","article_published_time":"2025-06-30T13:59:52+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQ4NjUxOSM3MDE4ODkwIzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending","datePublished":"2025-06-30T13:59:52+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/"},"wordCount":585,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQ4NjUxOSM3MDE4ODkwIzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-appoints-mike-holtschlag-as-executive-vice-president-of-banking-and-lending\/","name":"LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending - 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