Chicago, IL – May 17, 2016 – Sheridan Road Financial (“Sheridan Road”), a leading institutional investment consulting and private wealth management firm announced today that it has hired a five-person team led by Brett Ramsey based in Indianapolis. “Brett and his team, Steve Davis, Justin Fisk, Brandon Lewis, and Cindy Ruble, are an ideal fit for Sheridan Road,” says Daniel Bryant, Managing Partner. “In addition to his growing wealth management practice as President of Novus Wealth Advisors, Brett has been working with retirement plan participants for over 15 years. His team has created some unique processes around working with in-plan participants and has an established track record with corporate retirement plans. Further, the team enthusiastically embraces the collaborative Sheridan Road culture,” notes Bryant. “While we have had a great presence in Indianapolis for some time, this move will significantly expand our effort through the entire state of Indiana,” added Chris Karam, Chief Investment Officer.
About Sheridan Road Financial
Headquartered in Chicago, Illinois, Sheridan Road Financial provides institutional investment consulting and private wealth management services to its clients. The Company has received a number of awards including being named the 2015 Retirement Plan Adviser Multi-office Team of the Year* by PLANSPONSOR Magazine as well as being named by Barron’s Magazine as the #4 ranked Institutional Wealth Management Team for 2016**. Sheridan Road has offices in Chicago, Denver, Indianapolis, Louisville, Milwaukee, Minneapolis, Nashville, Northbrook and Tampa. For more information, please visit www.sheridanroad.com.
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About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of Feb. 29, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities.
Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.