Sheridan Road Financial, a division of HUB International Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Sheridan Road Financial, a division of HUB International, operates in the financial services sector with a focus on institutional investment consulting, executive benefits, participant services, wealth management, and financial planning. Based in Northbrook, Illinois, and with offices in Chicago, Cincinnati, Denver, Indianapolis, Milwaukee, and Northbrook, it serves professional and institutional clients seeking comprehensive retirement and wealth solutions as part of a national network through HUB International’s Retirement, Institutional and Private Wealth Team. The firm positions itself as an advisor helping Americans manage retirement planning and life transitions, offering services that support organizations and individuals in areas such as retirement strategy, executive benefits, and personalized financial planning. The company is part of a broader group of affiliated entities, and operates within a regulated framework under advisory and securities guidelines, with a history of mergers and growth within the industry spanning its Chicago-area roots to a wider regional footprint.

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