Primerica Advisors
39yrs
Top 3% by experience in Ohio
45yrs
Daniel Huffman
Financial advisor at Wells Fargo Advisors
Based in Ashtabula, Ohio, Daniel Huffman is a fiduciary financial advisor with 45 years of industry experience. Daniel joined Wells Fargo Advisors in 2025, after nine years at A. G. Edwards & Sons. Daniel holds the CFP® designation.
One of 16 advisors with offices in Ashtabula, and one of 11 fiduciaries.
At a glance
Experience45 years (since 1982)
How that compares ?Top advisor by experience in Ashtabula
Office3705 State Road Suite 100 [Satellite], Ashtabula, OH 44004
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2025Wells Fargo Clearing Services, LLCPreviously
- 1999 – 2008A. G. Edwards & Sons, Inc.Previously
Contact Daniel
Local office(440) 992-1515Ask for Daniel. (314) 875-3000Main office · St. Louis, MO 3705 State Road Suite 100 [Satellite]Ashtabula, OH 44004Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- 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 Daniel’s local office at (440) 992-1515 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Daniel Huffman.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1982, about 45 years. Top advisor by experience in Ashtabula.
What licenses does Daniel hold?
Series 63, 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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