Chicago, IL – November 21, 2019 – Sheridan Road Financial, an award-winning institutional investment consulting and private wealth management group, announced today that it has hired Michael Flahaven as a Managing Director based in its Northbrook office.
Michael joins Sheridan Road from The Standard, where he focused on the middle market corporate retirement plan market. Prior to The Standard, Michael spent more than 15 years with OneAmerica / AUL Retirement Services in a similar capacity.
He graduated from the University of Illinois and holds the Series 7, 24 and 63 securities registrations through LPL Financial and the Series 65 securities registration through Sheridan Road Advisors. He also holds the CFP, CRC, CPFA and AIF designations as well as an insurance license.
“We are very excited to have Michael join our team as a retirement plan consultant and Institutional Service Team manager,” said President of National Sales, Daniel Bryant. “Michael brings deep institutional plan experience to Sheridan Road in a market where we continue to experience success. He will help us continue to build out our sales and business development strategy across our national footprint.”
About Sheridan Road
Sheridan Road Financial, a division of HUB International, 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. Their services include consulting on institutional investments and executive benefits, as well as financial planning, wealth management and participant services. Sheridan Road Financial has been recognized in Barron’s Top Institutional Consultants, PLANADVISER’s Top 100 Retirement Plan Advisers, the National Association of Plan Advisors (NAPA)’s Top DC Advisor Teams and the Financial Times’ Top 401 Retirement Plan Advisors.
2016-2019 Barron’s Top Institutional Consultants is based on institutional investment assets overseen and revenue generated, number of clients, number of team members and their regulatory records, advanced professional designations and accomplishments. 2017-2019 Financial Times award given to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record. 2017 NAPA Top DC Advisors selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees. 2015-2019 PLANADVISER awards selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.
About Hub International
Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. With more than 11,000 employees in offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit www.hubinternational.com.
Sarah Glowiak, Marketing Associate
Sheridan Road Financial, a division of HUB International
Jessica Wiltse, Senior Communications Manager
HUB International Limited
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Sheridan Road Advisors, LLC, a HUB International Company and SEC registered investment adviser. Sheridan Road Financial, Sheridan Road Advisors, and HUB International are separate entities from LPL Financial.