LPL Financial Welcomes SteadRock Private Wealth
Key Highlights
- ➤SteadRock Private Wealth joins LPL with approximately $185 million in client assets
- ➤Nathan J. “Nate” Hershman launches SteadRock Private Wealth in North Canton, Ohio
- ➤Hershman joins LPL from Edward Jones to establish an independent practice
- ➤LPL supports more than 32,000 advisors and approximately $2.6 trillion in assets
Expert Statements
Nathan J. “Nate” Hershman, Founder of SteadRock Private Wealth
“Behind a financial plan is a person, a family and a set of decisions that matter to them.”
Nathan J. “Nate” Hershman, Founder of SteadRock Private Wealth
“I want to understand what clients are working toward, what concerns them and what they want their wealth to support before we begin discussing strategies.”
Nathan J. “Nate” Hershman, Founder of SteadRock Private Wealth
“A useful advisory relationship needs room for honest conversations.”
Nathan J. “Nate” Hershman, Founder of SteadRock Private Wealth
“Sometimes that means talking through a difficult decision or looking more closely at an assumption. My role is to listen, explain the considerations clearly and help clients think about how a decision fits into the larger picture.”
Nathan J. “Nate” Hershman, Founder of SteadRock Private Wealth
“Building SteadRock gives me the opportunity to put my approach into practice under my distinctive brand that reflects my values.”
Nathan J. “Nate” Hershman, Founder of SteadRock Private Wealth
“LPL provides resources to support that work while I focus on developing relationships and helping clients navigate the decisions ahead.”
Ken Hullings, Head of advisor recruiting and executive vice president of business development at LPL Financial
“Nate has built SteadRock Private Wealth around a clear commitment to understanding what matters most to each client and helping them make thoughtful financial decisions.”
Ken Hullings, Head of advisor recruiting and executive vice president of business development at LPL Financial
“We’re excited to welcome Nate to LPL and support his vision for an independent practice grounded in personal relationships, candid conversations and comprehensive planning.”
Ken Hullings, Head of advisor recruiting and executive vice president of business development at LPL Financial
“We look forward to helping him build on that strong foundation and grow SteadRock for years to come.”
SAN DIEGO, Nov. 11, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nathan J. “Nate” Hershman, ChFC®, CEPA, AAMS®, CPWA® CRPC®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms to launch SteadRock Private Wealth. Hershman reported serving approximately $185 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.
Based in North Canton, Ohio, SteadRock Private Wealth serves families, individuals approaching or living in retirement, and business owners, including those in the manufacturing sector. The practice helps clients consider the connections among their investments, retirement plans, business interests, charitable priorities and financial legacies.
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