Glenn Stears, financial advisor Chicago IL

Glenn Stears

CRD Number: 715308
Current 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 33 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.

Similar Advisors
Randy Kurtz, financial advisor Chicago IL
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Alexander Bass, financial advisor Chicago IL
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Professional Designations
Company Name Location Dates Years
United Planners' Financial Services Of America Scottsdale, AZ Sep 2017 - Current 4
360blue Financial Strategies Hinsdale, IL Sep 2017 - Current 4
Sagrado & Stears, Inc. Western Springs, IL Jul 2011 - Current 11
Glenn Stears Independent Insurance Hinsdale, IL Sep 1980 - Current 41
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
Contact Info for Glenn B. Stears
Phone Number: 480-991-0225
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,858
    MILLIONS
  • Total Number of Accounts
    37,064
    ACCOUNTS
  • Average Account Value
    $212,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Glenn Stears and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.