Brian Von Hein (CRD# 6381278) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Daytona Beach, FL and has over 5 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keyes Stange And Wooten Wealth Management, LLC | Daytona Beach, FL | Sep 2018 - Current | 5 |
| Mad Hatters Management, LLC | Daytona Beach, FL | Feb 2017 - Current | 7 |
| Keyes, Stange & Wooten Cpa Firm, LLC | Daytona Beach, FL | Feb 2017 - Current | 7 |
| Keyes Stange And Wooten Wealth Management, LLC | Daytona Beach, FL | Feb 2017 - Sep 2018 | 1 |
| 5th Dimensions | Daytona Beach, FL | Feb 2015 - Jan 2017 | 1 |
| Franklin Templeton Investments | St. Petersburg, FL | Aug 2014 - Feb 2015 | < 1 |
| Unemployed | Ormond Beach, FL | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- FL
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts937ACCOUNTS
-
Average Account Value$337,754
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, TX
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