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Glenn Benson Stears

United Planners' Financial Services OF America A Limited Partner

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About Glenn Benson Stears

Glenn Stears is a financial advisor with over 40 years of experience in the industry. Glenn is a Managing Partner with 360Blue Financial Strategies. Glenn Stears is registered with United Planners’ Financial Services of America, a Limited Partner. Glenn has a wide range of experience and provides services such as financial planning, pension consulting and the selection of other advisors. Glenn also specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Glenn is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Glenn Stears is currently registered with United Planners' Financial Services OF America A Limited Partner. United Planners' Financial Services OF America A Limited Partner is a registered investment advisor headquartered in Scottsdale, Arizona. Founded in 1987, the firm has a long history of providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. With over 450 licensed agents, investment advisor representatives, and registered representatives, United Planners provides a wide range of advisory services, including financial planning, pension consulting, and portfolio management. The firm manages over $9 billion in assets for its clients.
United Planners' Financial Services OF America A Limited Partner

7333 EAST DOUBLETREE RANCH RD, SUITE 120

SCOTTSDALE, AZ 85258

$9.33B

Assets Under Management

111

Total Clients

425

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glenn Stears’s Registration & Firm History

IL

09/13/2017 - Present

United Planners' Financial Services OF America A Limited Partner (CHICAGO IL)

IL

09/23/1980 - 09/22/2017

WADDELL & REED (OAK BROOK IL)

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Licenses & Designations

IA

Issued 10/21/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1985

Series 7 - General Securities Representative Examination

BC

Issued 09/15/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glenn Benson Stears.
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