Iris Sagrado
CRD Number: 5093904Current Firm: United Planners' Financial Services Of America A Limited Partner
Iris Sagrado (CRD# 5093904) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chicago, IL and has over 18 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Filro Global Hiring | Naperville, IL | Nov 2022 - Current | 1 |
| Finra | Chicago, IL | Apr 2020 - Current | 4 |
| 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 | May 2014 - Current | 10 |
| Sagrado & Stears, Inc. | Western Springs, IL | Jul 2011 - Current | 13 |
| Iris Sagrado Independent Insurance | Hinsdale, IL | Jun 2006 - Current | 18 |
| Various Insurance Carriers For W & R Insurance Agencies | Westmont, IL | Jul 2006 - Sep 2017 | 11 |
| Waddell & Reed, Inc. | Oak Brook, IL | Jan 2006 - Sep 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- IL
- OH
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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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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