Glenn Stears
CRD Number: 715308Current Firm: United Planners' Financial Services Of America A Limited Partner
Glenn Stears (CRD# 715308) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chicago, IL and has over 34 years of experience in the finance industry. Glenn Stears has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
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Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America | Scottsdale, AZ | Sep 2017 - Current | 6 |
| 360blue Financial Strategies | Hinsdale, IL | Sep 2017 - Current | 6 |
| Sagrado & Stears, Inc. | Western Springs, IL | Jul 2011 - Current | 12 |
| Glenn Stears Independent Insurance | Hinsdale, IL | Sep 1980 - Current | 43 |
| Various Insurance Carriers For W & R Insurance Agencies | Western Springs, IL | Sep 1980 - Sep 2017 | 37 |
| Waddell & Reed, Inc. | Oak Brook, IL | Sep 1980 - Sep 2017 | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
- IL
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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