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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-02
IL RA APPROVED 2017-09-13
OH RA APPROVED 2017-09-13
  • TX RA
    APPROVED_RES
    Since 2025-06-02
  • IL RA
    APPROVED
    Since 2017-09-13
  • OH RA
    APPROVED
    Since 2017-09-13

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

15 Spinning Wheel Road Suite 211, Hinsdale, IL 60521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Oak Brook IL 01/2006 09/2017
Various Insurance Carriers For W & R Insurance Agencies Westmont IL 07/2006 09/2017
Sagrado & Stears, Inc Western Springs IL 07/2011 Present
Sagrado & Stears, Inc Western Springs IL 05/2014 Present
United Planners' Financial Services Of America Scottsdale AZ 09/2017 Present
360Blue Financial Strategies Hinsdale IL 09/2017 Present
Iris Sagrado Independent Insurance Hinsdale IL 06/2006 Present
Finra Chicago IL 04/2020 Present
Filro Global Hiring Naperville IL 11/2022 Present
Filro Caregivers Lisle IL 09/2024 Present
  • 01/2006 → 09/2017
    Waddell & Reed, Inc
    Oak Brook, IL
  • 07/2006 → 09/2017
    Various Insurance Carriers For W & R Insurance Agencies
    Westmont, IL
  • 07/2011 → Present
    Sagrado & Stears, Inc
    Western Springs, IL
  • 05/2014 → Present
    Sagrado & Stears, Inc
    Western Springs, IL
  • 09/2017 → Present
    United Planners' Financial Services Of America
    Scottsdale, AZ
  • 09/2017 → Present
    360Blue Financial Strategies
    Hinsdale, IL
  • 06/2006 → Present
    Iris Sagrado Independent Insurance
    Hinsdale, IL
  • 04/2020 → Present
    Finra
    Chicago, IL
  • 11/2022 → Present
    Filro Global Hiring
    Naperville, IL
  • 09/2024 → Present
    Filro Caregivers
    Lisle, IL
Previous Registrations
  • 2006-06-19 → 2017-09-22
    Waddell & Reed
    Savage, MN
    Lisle, IL
    Chicago, IL
Other Businesses

1.) SAGRADO & STEARS, INC - PRESIDENT TREASURER - S-CORP ESTABLISHED TO PAY SALARY AND EXPENSES - WESTERN SPRINGS, IL - SINCE 07/2011 - NOT INVESTMENT RELATED 2.) 360 BLUE FINANCIAL STRATEGIES - MANAGING PARTNER- DBA FOR MARKETING PURPOSES ONLY - HINSDALE, IL - SINCE 09/2017 - INVESTMENT RELATED 3.) IRIS SAGRADO INDEPENDENT INSURANCE - AGENT - NON-VARIABLE INSURANCE - HINSDALE, IL - SINCE 06/2006 - INVESTMENT RELATED 4.) FINRA - ARBITRATOR - ARBITRATOR - CHICAGO, IL - SINCE 04/2020 - INVESTMENT RELATED 5.) FILRO GLOBAL HIRING - OWNER - HIRING - NAPERVILLE, IL - SINCE 11/2022 - NOT INVESTMENT RELATED 6.) FILRO CAREGIVERS - OWNER - SENIOR CAREGIVERS - LISLE, IL - SINCE 09/2024 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-17
S63 Uniform Securities Agent State Law Examination 2006-02-22
  • S65 Uniform Investment Adviser Law Examination
    2006-06-17
  • S63 Uniform Securities Agent State Law Examination
    2006-02-22
Other Names
  • Iris Sagrado

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