LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending
LPL Financial (NASDAQ: LPLA), one of the fastest-growing U.S. wealth management firms, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In his new role, Holtschlag will lead the company's banking and lending initiatives, focusing on cash management accounts, credit cards, and secured credit lending solutions.
Holtschlag brings over 25 years of financial services experience, including 17 years at Fidelity Investments where he served as Senior Vice President for the Saving, Spending, and Lending Business. At Fidelity, he led a global team of 150 associates managing various financial solutions. He holds degrees from Harvard University and the Wharton School.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans.
LPL Financial (NASDAQ: LPLA), una delle società di gestione patrimoniale in più rapida crescita negli Stati Uniti, ha nominato Mike Holtschlag Vice Presidente Esecutivo per Banking e Prestiti. Nel suo nuovo ruolo, Holtschlag guiderà le iniziative bancarie e di prestito dell'azienda, concentrandosi su conti di gestione della liquidità, carte di credito e soluzioni di credito garantito.
Holtschlag vanta oltre 25 anni di esperienza nei servizi finanziari, di cui 17 trascorsi in Fidelity Investments, dove ha ricoperto il ruolo di Senior Vice President per il settore Saving, Spending e Lending. In Fidelity ha diretto un team globale di 150 collaboratori gestendo diverse soluzioni finanziarie. È laureato presso l'Università di Harvard e la Wharton School.
Attualmente, LPL Financial supporta oltre 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,8 trilioni di dollari in asset di intermediazione e consulenza per circa 7 milioni di americani.
LPL Financial (NASDAQ: LPLA), una de las firmas de gestión patrimonial de más rápido crecimiento en EE. UU., ha nombrado a Mike Holtschlag como Vicepresidente Ejecutivo de Banca y Préstamos. En su nuevo cargo, Holtschlag liderará las iniciativas bancarias y de préstamos de la empresa, enfocándose en cuentas de gestión de efectivo, tarjetas de crédito y soluciones de préstamos garantizados.
Holtschlag aporta más de 25 años de experiencia en servicios financieros, incluyendo 17 años en Fidelity Investments, donde fue Vicepresidente Senior del área de Ahorro, Gastos y Préstamos. En Fidelity, dirigió un equipo global de 150 asociados gestionando diversas soluciones financieras. Posee títulos de la Universidad de Harvard y la Wharton School.
Actualmente, LPL Financial apoya a más de 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando cerca de $1.8 billones en activos de corretaje y asesoría para alrededor de 7 millones de estadounidenses.
LPL Financial (NASDAQ: LPLA)는 미국에서 가장 빠르게 성장하는 자산 관리 회사 중 하나로, Mike Holtschlag를 은행 및 대출 담당 총괄 부사장으로 임명했습니다. 새로운 역할에서 Holtschlag는 현금 관리 계좌, 신용카드 및 담보 대출 솔루션에 중점을 두고 회사의 은행 및 대출 사업을 이끌게 됩니다.
Holtschlag는 25년 이상의 금융 서비스 경력을 보유하고 있으며, 그중 17년은 Fidelity Investments에서 근무하며 저축, 지출 및 대출 부문 수석 부사장으로 재직했습니다. Fidelity에서 그는 150명의 글로벌 팀을 이끌며 다양한 금융 솔루션을 관리했습니다. 하버드 대학교와 와튼 스쿨에서 학위를 받았습니다.
LPL Financial은 현재 29,000명 이상의 금융 자문사와 약 1,200개의 금융 기관을 지원하며, 약 1.8조 달러 규모의 중개 및 자문 자산을 약 700만 미국인 대상으로 관리하고 있습니다.
LPL Financial (NASDAQ: LPLA), l'une des sociétés de gestion de patrimoine à la croissance la plus rapide aux États-Unis, a nommé Mike Holtschlag au poste de vice-président exécutif en charge des services bancaires et des prêts. Dans ses nouvelles fonctions, Holtschlag dirigera les initiatives bancaires et de prêt de l'entreprise, en se concentrant sur les comptes de gestion de trésorerie, les cartes de crédit et les solutions de crédit garanties.
Holtschlag apporte plus de 25 ans d'expérience dans les services financiers, dont 17 ans chez Fidelity Investments où il a été vice-président senior pour les activités d'épargne, de dépenses et de prêt. Chez Fidelity, il a dirigé une équipe mondiale de 150 collaborateurs gérant diverses solutions financières. Il est diplômé de l'Université Harvard et de la Wharton School.
LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 200 institutions financières, gérant environ 1,8 billion de dollars d'actifs en courtage et en conseil pour environ 7 millions d'Américains.
LPL Financial (NASDAQ: LPLA), eines der am schnellsten wachsenden Vermögensverwaltungsunternehmen in den USA, hat Mike Holtschlag zum Executive Vice President für Banking und Kreditvergabe ernannt. In seiner neuen Rolle wird Holtschlag die Bank- und Kreditinitiativen des Unternehmens leiten, mit Schwerpunkt auf Cash-Management-Konten, Kreditkarten und besicherten Kreditlösungen.
Holtschlag bringt über 25 Jahre Erfahrung im Finanzdienstleistungsbereich mit, davon 17 Jahre bei Fidelity Investments, wo er als Senior Vice President für das Spar-, Ausgaben- und Kreditgeschäft tätig war. Bei Fidelity leitete er ein globales Team von 150 Mitarbeitern, das verschiedene Finanzlösungen verwaltete. Er hat Abschlüsse von der Harvard University und der Wharton School.
LPL Financial unterstützt derzeit über 29.000 Finanzberater und rund 1.200 Finanzinstitute und verwaltet etwa 1,8 Billionen US-Dollar an Brokerage- und Beratungsvermögen für rund 7 Millionen Amerikaner.
- Appointment of experienced executive with 25+ years in financial services
- Strategic focus on expanding banking and lending solutions to enhance advisor capabilities
- Large market presence with $1.8 trillion in assets under management
- Extensive network of 29,000+ financial advisors and 1,200 financial institutions
- None.
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) -- 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’s 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’s suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending.
LPL’s 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’s trading and investment advisory teams, guiding and advancing the firm’s strength in delivering comprehensive wealth management solutions.
“Simplification and centralization are key for both advisors and investors,” said Aneri Jambusaria, Group Managing Director of Wealth Management at LPL Financial. “Mike’s deep expertise in financial solutions and his proven track record in driving innovation will be instrumental in 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.”
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.
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.
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 over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
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