Mike Holtschlag was appointed EVP of Banking and Lending at LPL Financial on June 30, 2025, after spending 17 years at Fidelity Investments.
1 report, 0 independent
Updated Jun 30
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Mike Holtschlag was appointed EVP of Banking and Lending at LPL Financial on June 30, 2025, after spending 17 years at Fidelity Investments.
Who's involved
What this event is mainly aboutKeep exploring
Part of
Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.Also in this story
- LPL Financial is acquiring Commonwealth advisors while facing competition from Osaic and recruitment efforts from Raymond James.
- Skyward Financial transitioned its team from Wedbush Securities to LPL Financial on August 26, 2025.
- Patrick Burke and Tim Powell are joining LPL Financial, which is based in Tarka.
The entities involved
-
LPL Financial
independent broker-dealer in the United States
Coverage
Newest first; wire copies grouped- Unknown outlet