Daniel Huffman
Daniel Huffman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Ashtabula, OH, with 44 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3705 State Road Suite 100, [Satellite], Ashtabula, OH, 44004
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business Activities
Daniel is a 100% owner and landlord of Streamtab LLC and rental property in Crozet, VA, dedicating about 10-20% of his time and minimal time respectively. He also works as a basketball official for the Ohio High School Athletic Association, spending about a quarter of his time on this non-investment related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations34 states
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