Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
9,453 clients
Average Client Portfolio
$367K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1605 West Colonial Parkway, Inverness, IL, 60067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel works as a Business Development Representative for Starterbox Studios, a golf scorecard company. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Vestgen Advisors, LLC
May 2025 - Present · 9 mos
Previous Registrations
Rothschild Investment LLCBroker
March 2025 - May 2025 · 2 mos
Rothschild Wealth LLC
March 2025 - May 2025 · 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Daniel Harrison Stringfellow - Financial Advisor | TrueAdvisor