Mike Wentzel

Senior Complex Products Principal at LPL Financial

Role: Senior Complex Products Principal, Institutional Services Strategic at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

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Experience

Senior Complex Products Principal, Institutional Services Strategic
LPL Financial
Aug 2024 — Present · Charlotte, NC, US

Education

The University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Business Administration
2010 — 2014
Copenhagen Business School
Internet Marketing & Organizational Behavior, International Summer University Program 2012
2012
UNC Kenan-Flagler Business School
Bachelor of Science (B.S.), Business Administration, Marketing
2012 — 2014

Contact information

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Work email
•••••@lpl.com
Personal email
•••••@•••••.com
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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

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 1,100 financial institutions, servicing and custodying approximately $1.9 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. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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Experience

Senior Complex Products Principal, Institutional Services Strategic

Education

The University of North Carolina at Chapel Hill

Copenhagen Business School

UNC Kenan-Flagler Business School

Find verified contacts for anyone on LinkedIn