Jim O'Shaughnessy Email & Phone Number

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 Milwaukee, Chicago, Cincinnati, Nashville and Indianapolis. As a part of HUB International’s Retirement, Institutional and Private Wealth Team.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Other advisory services offered through Global Retirement Partners, LLC a registered investment advisor. Insurance services offered through HUB International. HUB International, HUB Retirement and Wealth Management, Sheridan Road Financial, and Global Retirement Partners, LLC are separate entities from LPL Financial.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.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Listed skills include Retirement Plan Consulting, 401K, Defined Benefit, Pensions, and 14 others.

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  Purdue University

  Industrial Management