Unclaimed Profile

Howard Erwin Stange

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC·PALM COAST, Florida

Series 7, Series 63PFSClean record28 years registeredKEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

391 PALM COAST PKWY SW, PALM COAST, FL 32137CRD# 2943897Firm CRD# 139806

Profile Verification

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

Identity

Howard Erwin Stange · PALM COAST, FL

Registration

CRD #2943897 · KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2009 – Apr 2013

DAYTONA BEACH, FL

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Mar 2004 – Jan 2025

DAYTONA BEACH, FL

RAYMOND JAMES FINANCIAL SERVICES

Mar 1998 – Oct 2009

DAYTONA BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 9, 1998

Years registered · 28

Professional designation · PFS

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 Howard Erwin Stange offer?

Howard Erwin Stange specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Howard Erwin Stange's credentials?

Howard Erwin Stange holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Howard Erwin Stange located?

Howard Erwin Stange is based in PALM COAST, Florida, last registered with KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC.

How does Howard Erwin Stange charge for services?

Howard Erwin Stange'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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