Tara Bobelak, financial advisor Palm Coast FL

Tara Bobelak

CRD Number: 4862721
Current Firm: Keyes, Stange & Wooten Wealth Management, LLC

Tara Bobelak (CRD# 4862721) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 13 years of experience in the finance industry. Tara Bobelak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ihre, LLC Daytona Beach, FL Jan 2021 - Current 3
Purshe Kaplan Sterling Investments Albany, NY Nov 2013 - Current 10
Keyes, Stange & Wooten Cpa Firm, LLC Daytona Beach, FL Dec 2004 - Current 19
Mad Hatters Management, LLC Daytona Beach, FL Sep 2004 - Current 19
Keyes, Stange & Wooten Wealth Management, LLC Daytona Beach, FL Sep 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Tara L. Bobelak
Phone Number: 386-446-7917
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    316
    MILLIONS
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $337,754
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, TX

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