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 $234,860,044 in 806 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    806
    ACCOUNTS
  • Average Account Value
    $291,390
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Keyes, Stange & Wooten Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
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 9 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.

2
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 6 years of experience in the finance industry.

3
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 25 years of experience in the finance industry. Gerald Keyes 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.

4
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 22 years of experience in the finance industry.

5
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 2 years of experience in the finance industry.

6
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 23 years of experience in the finance industry. Marcus Wooten 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.

7
Kasey L. Nelson
CRD#: 7212391
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137

Kasey Nelson (CRD# 7212391) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.