Sheridan Road Financial Welcomes Troy Tarr

Chicago, IL – March 29, 2017 – Sheridan Road Financial, a leading national institutional investment consulting and private wealth management firm announced today that it has hired Troy Tarr as a Senior Business Development Officer.

Troy brings 20 years of experience in the retirement services industry to Sheridan Road Financial. Prior to Sheridan Road, Troy was Senior Vice President, Head of Retirement Income solutions for 3D Asset Management and National Sales Manager, Head of 401k Sales for Aspire Financial Services. He has also had notable senior executive and business development positions ADP, NRP, LPL retirement services, and as the west coast DCIO for J.P. Morgan Asset Management. The depth and breadth of Troy’s experience is demonstrated in his industry contributions that include speaking engagements, articles published in industry news sources, and a key contact for advisors seeking seasoned advice. 

“Jim and I have known Troy forever and we are very excited to have Troy join Sheridan Road. He brings a tremendous amount of energy and excitement to us as we continue to build our business development capabilities,” said Daniel Bryant, Managing Partner.

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 Consultant for 2016. The Company has offices in Chicago, Denver, Indianapolis, Louisville, Milwaukee, Minneapolis, Nashville, Northbrook, San Francisco, and Tampa. For more information, please visit www.sheridanroad.com.

PLANSPONSOR Magazine 2016 Retirement Plan Adviser Multi-Office Team of the Year award nominations are by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor retirement professional designation receive an automatic nomination.

Barron’s 2016 award recognition is based on an evaluation of institutional investment assets overseen and revenue generated, number of clients, number of team members and designations and accomplishments.

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 $509 billion in advisory and brokerage assets as of December 31, 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 1996-2016). 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 45,000 retirement plans with an estimated $120 billion in retirement plan assets, as of March 31, 2016. LPL also supports more than 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

For more information contact:

Janie Bock

(312) 283-8036

jbock@sheridanroad.com