Sheridan Road Financial, a division of HUB International
Financial Services • 
Northbrook, Illinois, United States • 11-20 Employees
Company overview
| Headquarters | 707 Skokie Boulevard, Suite 400, Northbrook, Illinois 60062, US |
| Phone number | +18472059073 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Executive Benefits, 401K Plans, Retirement Income Distribution, Financial Wellness, Defined Benefit Plans, Consulting On Non Qualified Deferred Compensation, Retirement And Investment Consulting, 403B Plans |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
Key Contacts at Sheridan Road Financial, a division of HUB International
Michael Driscoll
Managing Director, Sheridan Road Financial, A Division Of Hub International
Rob Johnson
Managing Director
Mark Tonelli
Managing Director
Lacey Tee
Director
Sheridan Road Financial, a division of HUB International Email Formats
Sheridan Road Financial, a division of HUB International uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@sheridanroad.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sheridanroad.com | 50% |
{first initial} | j@sheridanroad.com | 33.3% |
{first name}{last name} | johndoe@sheridanroad.com | 16.7% |
About Sheridan Road Financial, a division of HUB International
Sheridan Road Financial is passionate about helping Americans Choose Their Day to retire and launch version 2.0 of their life, whether that involves pursuing a new hobby, volunteering for a cause or spending more time with family. Our services include Institutional Investment Consulting, Executive Benefits, Participant Services, Wealth Management and Financial Planning. Sheridan Road has offices in Chicago, Cincinnati, Denver, Indianapolis, Milwaukee, and Northbrook, IL. As a part of HUB International’s Retirement, Institutional and Private Wealth Team, Sheridan Road is part of a national presence of advisors. For a list of states in which we are registered to do business, please visit www.sheridanroad.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Compliance Disclaimer - Securities offered through LPL Financial, Member SIPC (sipc.org). Advisory services offered through Sheridan Road Advisors, LLC, a HUB International Company and SEC registered investment advisor. Sheridan Road Financial, Sheridan Road Advisors and HUB International are separate entities from LPL Financial.
Sheridan Road Financial, a division of HUB International revenue & valuation
| Annual revenue | $5,538,108 |
| Revenue per employee | $396,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Sheridan Road Financial, a division of HUB International has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Sheridan Road Financial, a division of HUB International has never raised funding before.
Sheridan Road Financial, a division of HUB International Tech Stack
Discover the technologies and tools that power Sheridan Road Financial, a division of HUB International's digital infrastructure, from frameworks to analytics platforms.
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