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 21 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 19 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 6 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 18 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 2 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 1 year of experience in the finance industry.

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