Robert W. Baird & Co.
46yrs
Top advisor by experience in Akron
5yrs
Daniel Auble
Financial advisor at Symphony Financial Services
Based in Akron, Ohio, Daniel Auble is a fiduciary financial advisor with 5 years of industry experience. Daniel has been with Symphony Financial Services since 2026; before that, Daniel spent five years at Key Investment Services. Symphony Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 468 advisors with offices in Akron, and one of 382 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office4100 Embassy Parkway Suite 100, Akron, OH 44333
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$557,876
Advisors at the firm9
States licensed ?1 state
Services through Symphony Financial Services
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
- Jun 2026 – nowSymphony Financial Services, Inc.Current firm
- 2021 – 2026Key Investment Services LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Symphony Financial Services at (330) 434-2000 and ask for Daniel Auble. Daniel works from the Akron, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2021, about 5 years. 5 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?
Symphony Financial Services 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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