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Quinten Elliott Daughtry

Advisor at STIFEL — Rockford, IL

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Rockford, IL 61107

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Quinten Daughtry is a financial advisor at Stifel in Rockford, IL, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining Stifel, he worked at Associated Bank and has experience in the automotive and service industries, as well as a background in full-time education. Outside of his advisory role, he is involved as an owner and general operations manager of a real estate management entity. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking asset allocation and financial planning analyses.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Rockford, IL

6952 Rote Road, Suite 100

Rockford IL 61107

Advisors at this office

3

Most active in

Illinois

Work history

1 year of industry experience

Stifel Nicolaus

2023 - Present • 3 years

Rockford, IL

Associated Bank

2022 - 2023 • 1 year

Rockford, IL

Windsor Auto Sales

2021 - 2021 • 1 year

Rockford, IL

Anderson Chrysler Dodge Jeep Ram

2021 - 2022 • 1 year

Rockford, IL

Culver's

2017 - 2018 • 1 year

Fort Myers, FL

Full-Time Education

2014 - 2021 • 7 years

Fort Myers, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donna Q

CFP®, Series 63, Series 65

Loves Park, IL

Quam Wealth Advisory Group LLC

Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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Barbara L

Series 63, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Barbara Lane is a financial advisor at Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Pathfinder Advisory since 2011 and also has experience at Sr. Capital Management dating back to 2005. Pathfinder Advisory, Inc. provides financial planning and asset management to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, incorporating investor education and financial coaching as part of its services.

General retirement planning Social Security optimization General tax planning Wealth management
user avatar

Jeffrey D

Series 63, Series 65

Loves Park, IL

DiBenedetto & Associates Ltd

Jeffrey Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with customized, diversified asset allocations, combining actively managed mutual funds with individual stocks, bonds, CDs, and REITs.

Long-term care insurance Life insurance needs analysis Annuities
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Timothy K

ChFC®, Series 63, Series 65

Rockford, IL

Midwest Financial Associates, Inc.

Timothy Knauf is a ChFC®-designated financial advisor with Midwest Financial Associates, Inc., bringing 36 years of industry experience. He has held positions at AO Risk Consultants, LLC, Arthur J. Gallagher & Co., and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in The Pension Specialists, Ltd., which provides 401(k) plan administration services. Midwest Financial Associates manages approximately $124 million for around 286 clients, offering discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs customized portfolios using a mix of mutual funds, equities, fixed income, annuities, and structured products, making portfolio decisions on a discretionary basis aligned with clients’ risk tolerances and financial goals.

General retirement planning Income planning Annuities Wealth management
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Alex D

Series 63, Series 65

Rockford, IL

DiBenedetto & Associates Ltd

Alex Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fox & Henry, Inc. since 1998. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans, managing over $312 million in assets across approximately 318 client relationships. The firm employs a long-term, buy-and-hold investment approach with customized diversified asset allocations and integrates independent insurance brokerage services excluding commission-based insurance products from assets under management.

Long-term care insurance Life insurance needs analysis Annuities
user avatar

Philip G

CFP®, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Philip Guske is a CFP® with 16 years of industry experience and has been with Pathfinder Advisory, Inc. since 2003. He holds a Series 65 license and is based in Rockford, IL. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm utilizes strategic asset allocation and diversified portfolios, incorporating investor education and financial coaching as part of its planning process.

General retirement planning Social Security optimization General tax planning Wealth management
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