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LPL Financial Welcomes SteadRock Private Wealth

  • LPL Financial LLC announced that Nathan J. "Nate" Hershman has joined its broker-dealer & RIA platforms to launch SteadRock Private Wealth.
  • Hershman previously worked at Edward Jones & reported serving approximately $185 million in advisory, brokerage & retirement plan assets.
  • Based in North Canton, Ohio, the firm serves families, retirees, & business owners, with a specific focus on the manufacturing sector.
  • The practice emphasizes connecting investments, retirement plans, business interests, charitable priorities, & financial legacies through personalized planning.
  • Hershman selected LPL to support his independent practice while gaining access to LPL's technology, investment platform, & business support resources.
  • Ken Hullings, LPL's head of advisor recruiting, welcomed Hershman's focus on personal relationships, candid conversations, & comprehensive planning.
  • The SteadRock name reflects Hershman's values of steadiness & a sound foundation, inspired by his love of the outdoors.
  • LPL Financial Holdings Inc. supports over 32,000 financial advisors & custodies approximately $2.6 trillion in assets on behalf of 8 million Americans.
  • SteadRock Private Wealth & LPL Financial are separate entities, with securities offered through LPL Financial.
Company
LPL Financial Holdings, Inc.
Keywords
Nasdaq:LPLA, LPL Financial Holdings, Inc.