• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishDashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees
    Legal
    Terms of usePrivacy policyCookie policy

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

    6/30/25 9:00:00 AM ET
    $LPLA
    Investment Bankers/Brokers/Service
    Finance
    Get the next $LPLA alert in real time by email

    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 $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 www.lpl.com.

    Securities and advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment adviser and broker-dealer. 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.

    We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

    Media Contact: 

    [email protected] 

    (402) 740-2047 

    Tracking #: 759379



    Primary Logo

    Get the next $LPLA alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $LPLA

    DatePrice TargetRatingAnalyst
    6/9/2025$400.00Buy → Neutral
    Citigroup
    6/9/2025$460.00Neutral → Buy
    Redburn Atlantic
    1/7/2025$288.00 → $397.00Neutral → Overweight
    Analyst
    1/6/2025$390.00Neutral → Buy
    UBS
    12/19/2024$277.00 → $413.00Hold → Buy
    TD Cowen
    10/9/2024$235.00 → $285.00Equal Weight → Overweight
    Wells Fargo
    9/12/2024$235.00Equal Weight
    Wells Fargo
    7/30/2024$268.00Neutral → Buy
    BofA Securities
    More analyst ratings

    $LPLA
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Thomas Corey E. was granted 4 shares, increasing direct ownership by 0.03% to 13,826 units (SEC Form 4)

      4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

      6/16/25 4:30:17 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Director Schifter Richard P was granted 13 shares, increasing direct ownership by 0.03% to 39,197 units (SEC Form 4)

      4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

      6/16/25 4:28:27 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • Director Putnam James S was granted 6 shares, increasing direct ownership by 0.00% to 136,644 units (SEC Form 4)

      4 - LPL Financial Holdings Inc. (0001397911) (Issuer)

      6/16/25 4:22:31 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • LPL Financial downgraded by Citigroup with a new price target

      Citigroup downgraded LPL Financial from Buy to Neutral and set a new price target of $400.00

      6/9/25 7:47:18 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial upgraded by Redburn Atlantic with a new price target

      Redburn Atlantic upgraded LPL Financial from Neutral to Buy and set a new price target of $460.00

      6/9/25 7:44:05 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial upgraded by Analyst with a new price target

      Analyst upgraded LPL Financial from Neutral to Overweight and set a new price target of $397.00 from $288.00 previously

      1/7/25 8:13:23 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    SEC Filings

    See more
    • SEC Form 8-K filed by LPL Financial Holdings Inc.

      8-K - LPL Financial Holdings Inc. (0001397911) (Filer)

      6/3/25 4:18:14 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Holdings Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders

      8-K - LPL Financial Holdings Inc. (0001397911) (Filer)

      5/23/25 4:11:46 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form 10-Q filed by LPL Financial Holdings Inc.

      10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)

      5/9/25 4:08:47 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

      SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

      2/13/24 5:08:09 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

      SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

      2/12/24 4:17:19 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)

      SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)

      4/10/23 1:39:59 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Press Releases

    Fastest customizable press release news feed in the world

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

      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 service

      6/30/25 9:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes Wyatt Wealth Management

      SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Wyatt Wealth Management. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. Based in Bryan, Texas, home to Texas A&M University, Wyatt was introduced to the financial services industry as a college student working in a Dallas restaurant. Two of his regular customers were financial advisors and encouraged him to interview for a job. Now, with more than 30 years of financi

      6/26/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal

      SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of Minneapolis in Lino Lakes, Minn., Trudeau, Merrick and Ollila began collaborating in 2009 and bring a combined three decades of financial industry experience to the practice. Prchal, who entered t

      6/24/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Financials

    Live finance-specific insights

    See more
    • LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call

      SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on Thursday, May 8. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] 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

      4/17/25 4:05:00 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial to Acquire Commonwealth Financial Network

      Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to assume advisory role to LPL Board of DirectorsCommonwealth CEO to join LPL Management Committee, partnering to launch Office of Advisor Advocacy SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") today announced that it has entered into a definitive purchase agreement to acquire Commonwealth Financial Network ("Commonwealth"), the largest independently

      3/31/25 6:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Announces Fourth Quarter and Full Year 2024 Results

      Fourth Quarter 2024 Key Financial Results: Net Income was $271 million, translating to diluted earnings per share ("EPS") of $3.59, up 26% from a year agoAdjusted EPS* increased 21% year-over-year to $4.25 Gross profit* increased 22% year-over-year to $1,228 millionCore G&A* increased 16% year-over-year to $422 millionAdjusted EBITDA* increased 22% year-over-year to $585 million Key Business Results: Total advisory and brokerage assets increased 29% year-over-year to $1.7 trillion Advisory assets increased 30% year-over-year to $957 billionAdvisory assets as a percentage of total assets increased to 55.0%, up from 54.3% a year ago Total organic net new assets were $68 billion, represent

      1/30/25 4:07:00 PM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance

    $LPLA
    Leadership Updates

    Live Leadership Updates

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

      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 service

      6/30/25 9:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • EverMark Investment Partners Launches with Support from LPL Strategic Wealth

      SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, EverMark Investment Partners ("EverMark"), through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Folsom and Sweeney have collaborated since 1996 and bring a combined seven decades of financial industry experience to the practice. Carter, who entered the financial industry in 2019, completes the team. Together

      6/17/25 8:55:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance
    • LPL Financial Welcomes PCC Wealth Partners

      SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP®, ChFC®, CASL®, and Phillip Owens, MBA, CFP®, CRPC™, RICP®, APMA™, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry ex

      5/20/25 8:00:00 AM ET
      $LPLA
      Investment Bankers/Brokers/Service
      Finance