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 $166,299,950 in 824 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $201,820
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, NH, TX

Financial Advisors at Keyes, Stange & Wooten Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Gerald P. Keyes
CRD#: 2546749
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137
96
Wealthminder
score

Gerald Keyes (CRD# 2546749) 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. 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.

2
Marcus A. Wooten
CRD#: 2676555
1825 Business Park Blvd. Ste E, Daytona Beach, FL 32114
96
Wealthminder
score

Marcus Wooten (CRD# 2676555) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Daytona Beach, FL and has over 20 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.

3
Tara L. Bobelak
CRD#: 4862721
1825 Business Park Blvd., Ste E, Daytona Beach, FL 32114
93
Wealthminder
score

Tara Bobelak (CRD# 4862721) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Daytona Beach, FL and has over 7 years of experience in the finance industry.

4
Howard E. Stange
CRD#: 2943897
391 Palm Coast Pkwy Sw, Suite 3, Palm Coast, FL 32137
93
Wealthminder
score

Howard Stange (CRD# 2943897) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 19 years of experience in the finance industry.

5
Danielle M. Cinicolo
CRD#: 4910310
1825 Business Park Blvd. Ste E, Daytona Beach, FL 32114
89
Wealthminder
score

Danielle Cinicolo (CRD# 4910310) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Daytona Beach, FL and has over 3 years of experience in the finance industry.

6
Matthew A. Stange
CRD#: 5121773
1825 Business Park Blvd. Suite E, Daytona Beach, FL 32114
88
Wealthminder
score

Matthew Stange (CRD# 5121773) 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.