Advisor at Keyes, Stange & Wooten Wealth Management, LLC
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Firm
Keyes, Stange & Wooten Wealth Management, LLC
Location
Daytona Beach, FL 32114
Credentials
Series 65
Industry experience
7 years
Brian Von Hein is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Keyes, Stange & Wooten Wealth Management since 2018. Outside of his advisory role, he is involved in a family business, Take Home Charlys', where he contributes approximately 15 hours weekly. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries, individuals, corporations, trusts, and other entities by providing nondiscretionary investment advice to ERISA-covered plans and offering discretionary and non-discretionary portfolio management and financial planning to non-plan clients. The firm emphasizes participant education and integrates accounting, tax, and advisory services through its affiliation with an affiliated CPA firm.
Based on Keyes, Stange & Wooten Wealth Management, LLC
Maximum annual advisory fee is 1.00%
1825 Business Park Blvd., Suite E
Daytona Beach, FL 32114
Florida
Keyes Stange and Wooten Wealth Management, LLC
2018 - Present (8 years)
Keyes, Stange & Wooten CPA Firm, LLC
2017 - Present (9 years)
Mad Hatters Management, LLC
2017 - Present (9 years)
Keyes Stange and Wooten Wealth Management, LLC
2017 - 2018 (1 year)
5th Dimensions
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Deland, FL
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CFP®, Series 63, Series 65, Series 66
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Series 63, Series 66
New Smyrna Beach, FL
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CFA®
Ponce Inlet, FL
Beofor Capital LLC
Series 65
New Smyrna Beach, FL
Hebert Investment Advisors, Inc.
Series 63, Series 65
Ormond Beach, FL
Paracca Financial Group
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