Who is the new Vice President at LPL Financial?

LPL Financial named Mike Holtschlag Vice President, announced June 30, 2025.

Which similar companies made leadership changes around the same time?

I Capital (June 25, 2025), Finova (June 25, 2025), Parabolic Technologies, Inc. (June 16, 2025) and Nucleus Software (June 16, 2025) also announced leadership changes within 45 days of LPL Financial.

LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending

PUBLIC · LPLAJun 30, 2025

Position

Vice President

Company

LPL Financial

Mike Holtschlag

mike.holtschlag@lpl.com

San DiegoFinancial ServicesSoftwareFinanceFintech

Description

LPL Financial LLC has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. Holtschlag will lead the company's banking and lending initiatives to enhance services for advisors and investors.

Quick answer

LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending (June 30, 2025). LPL Financial is based in San Diego, California, United States.

Who is the new Vice President at LPL Financial?: LPL Financial named Mike Holtschlag Vice President, announced June 30, 2025.
What did LPL Financial announce on June 30, 2025?: LPL Financial LLC has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. Holtschlag will lead the company's banking and lending initiatives to enhance services for advisors and investors.
What does LPL Financial do?: LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.
Where is LPL Financial based?: LPL Financial is based in San Diego, California, United States.
Which similar companies made leadership changes around the same time?: I Capital (June 25, 2025), Finova (June 25, 2025), Parabolic Technologies, Inc. (June 16, 2025) and Nucleus Software (June 16, 2025) also announced leadership changes within 45 days of LPL Financial.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

iCapital Appoints Henrique Francisco as Chief Technology Officer (June 25, 2025)
Finova Promotes Richard Marsh to Chief Customer Officer (June 25, 2025)
Banzai Appoints Michael Kurtzman as Chief Revenue Officer (June 16, 2025)
Nucleus Software Appoints Aabhinna Suresh Khare as Chief Marketing Officer (June 16, 2025)
ACI Worldwide Appoints Robert Leibrock as Chief Financial Officer (June 9, 2025)
ClearBank Appoints David Samper as Group Chief Financial Officer (July 31, 2025)

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Company Information

Company

LPL Financial

Location

4707 Executive Drive

San Diego, California, United States

About

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting over 20,000 financial advisors, approximately 1,000 institution-based investment programs and approximately 500 RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. * Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021.LPL and its affiliated companies provide financial services only from the United States. Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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