Keyes, Stange & Wooten Wealth Management, LLC

Keyes, Stange & Wooten Wealth Management, LLC (CRD# 139806) is a financial advisory firm headquartered in Palm Coast, FL. They manage $316,475,869 in 937 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137
http://www.kswwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    316
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Keyes, Stange & Wooten Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Tara Bobelak, financial advisor Palm Coast FL
Tara L. Bobelak
CRD#: 4862721
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137

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.

2
Danielle Cinicolo, financial advisor Palm Coast FL
Danielle M. Cinicolo
CRD#: 4910310
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137

Danielle Cinicolo (CRD# 4910310) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 10 years of experience in the finance industry.

3
Gerald Keyes, financial advisor Palm Coast FL
Gerald P. Keyes
CRD#: 2546749
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137

Gerald Keyes (CRD# 2546749) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 28 years of experience in the finance industry.

4
Howard Stange, financial advisor Palm Coast FL
Howard E. Stange
CRD#: 2943897
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137

Howard Stange (CRD# 2943897) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 25 years of experience in the finance industry.

5
Brian Von Hein, financial advisor Daytona Beach FL
Brian C. Von Hein
CRD#: 6381278
1825 Business Park Blvd Suite E, Daytona Beach, FL 32114

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.

6
Marcus Wooten, financial advisor Palm Coast FL
Marcus A. Wooten
CRD#: 2676555
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137

Marcus Wooten (CRD# 2676555) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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