Unclaimed Profile

Tara Leigh Bobelak

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC·DAYTONA BEACH, Florida

SIE, Series 7, Series 66CFPClean record15 years registeredKEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

1825 BUSINESS PARK BLVD., DAYTONA BEACH, FL 32114CRD# 4862721Firm CRD# 139806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tara Leigh Bobelak · DAYTONA BEACH, FL

Registration

CRD #4862721 · KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Jun 2014 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2011 – Nov 2013

DAYTONA BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 27, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CRD 139806 · SEC 801-80151

AUM

$316M

Regulatory assets under management

Employees

937 client accounts

Services offered by KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Tara Leigh Bobelak offer?

Tara Leigh Bobelak specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DAYTONA BEACH, Florida for a consultation.

What are Tara Leigh Bobelak's credentials?

Tara Leigh Bobelak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tara Leigh Bobelak located?

Tara Leigh Bobelak is based in DAYTONA BEACH, Florida, working with KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC. Their office serves clients in the DAYTONA BEACH metropolitan area and surrounding communities.

How does Tara Leigh Bobelak charge for services?

Tara Leigh Bobelak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC?

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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