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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
IL RA APPROVED 2017-09-13
  • IL 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
Various Insurance Carriers For W & R Insurance Agencies Western Springs IL 09/1980 09/2017
Waddell & Reed, Inc. Oak Brook IL 09/1980 09/2017
Sagrado & Stears, Inc. Western Springs IL 07/2011 Present
United Planners' Financial Services Of America Scottsdale AZ 09/2017 Present
360Blue Financial Strategies Hinsdale IL 09/2017 Present
Glenn Stears Independent Insurance Hinsdale IL 09/1980 Present
  • 09/1980 → 09/2017
    Various Insurance Carriers For W & R Insurance Agencies
    Western Springs, IL
  • 09/1980 → 09/2017
    Waddell & Reed, Inc.
    Oak Brook, IL
  • 07/2011 → 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
  • 09/1980 → Present
    Glenn Stears Independent Insurance
    Hinsdale, IL
Previous Registrations
  • 1997-07-14 → 2017-09-22
    Waddell & Reed
    Savage, MN
    Lisle, IL
    Lisle, IL
    Lisle, IL
    Chicago, IL
Other Businesses

1.) 360BLUE FINANCIAL STRATEGIES - MANAGING PARTNER - DBA MARKETING PURPOSES ONLY - HINSDALE, IL - SINCE 09/2017 - INVESTMENT RELATED 2.) GLENN STEARS INDEPENDENT INSURANCE - AGENT - NON-VARIABLE INSURANCE - HINSDALE, IL - SINCE 09/1980 - INVESTMENT RELATED 3.) SAGRADO & STEARS, INC - VICE PRESIDENT/SECRETARY - S-CORP (SALARIES & EXPENSES) - WESTERN SPRINGS, IL - SINCE 07/2011 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-21
S63 Uniform Securities Agent State Law Examination 1989-05-11
  • S65 Uniform Investment Adviser Law Examination
    1996-10-21
  • S63 Uniform Securities Agent State Law Examination
    1989-05-11
Designations
Other Names
  • Glenn Stears

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