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Tara Leigh Bobelak

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC·DAYTONA BEACH, Florida
Unclaimed Profile
1825 BUSINESS PARK BLVD., DAYTONA BEACH, FL 32114CRD# 4862721Firm CRD# 139806
01

About

Tara Leigh Bobelak is a registered financial advisor based in DAYTONA BEACH, Florida, affiliated with KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
AUM
$316M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4862721
Firm CRD# 139806
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in DAYTONA BEACH
Michael T Koenig — FIRSTRUST LLCChristopher Wood Cannon — FIRSTRUST LLCWilliam James Kearney — FIRSTRUST LLCMichelle Cannon — FIRSTRUST LLCMarcus Allen Wooten — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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