William Blair & Company
47yrs
Top advisor by experience in Illinois
3yrs
Daniel Stringfellow
Full name on record: Daniel Harrison Stringfellow
Financial advisor at Vestgen Advisors
Daniel Stringfellow has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Chicago, Illinois. After less than a year at Rothschild Wealth, Daniel joined Vestgen Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Vestgen Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office20 S. Clark Street Suite 2130, Chicago, IL 60603
FirmVestgen Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$292,479
Advisors at the firm54
States licensed ?1 state
Services through Vestgen Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowVestgen Advisors, LLCCurrent firm
- Mar 2025 – May 2025Rothschild Wealth LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Vestgen Advisors at 312-237-4446 and ask for Daniel Stringfellow. Daniel works from the Chicago, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Vestgen Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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