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 63, Series 65
Industry experience
3 years
Leonardo Rodriguez Rodriguez is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA, New York Life Insurance Co, Charles Schwab, and Fidelity Investments. Keyes, Stange & Wooten Wealth Management provides nondiscretionary investment advice and portfolio management services to retirement-plan fiduciaries, individuals, corporations, and trusts. The firm integrates accounting, tax, and advisory services through shared ownership 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
2024 - Present (2 years)
Tiaa
2023 - 2024 (1 year)
TIAA-CREF
2023 - 2024 (1 year)
Nylife Securities LLc
2022 - 2023 (1 year)
New York Life Insurance Co
2022 - 2023 (1 year)
Charles Schwab & Co, Inc.
2022 - 2022 (1 year)
Schwab Wealth Advisory
2022 - 2022 (1 year)
Fidelity Brokerage Services, LLC
2020 - 2022 (2 years)
Fidelity Investments
2020 - 2022 (2 years)
After School All Stars
2019 - 2020 (1 year)
Unemployed
2018 - 2019 (1 year)
Dallas Independent School District
2018 - 2020 (2 years)
Hocutt Inc.
2016 - 2018 (2 years)
Ana G. Mendez University
2016 - 2020 (4 years)
Criswell College
2015 - 2016 (1 year)
BJ's Restaurant & Brewhouse
2015 - 2016 (1 year)
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
Kehoe Investment Services, Inc
CFP®, Series 63, Series 65, Series 66
Ormond Beach, FL
Seth Heine LLC
Series 63, Series 66
New Smyrna Beach, FL
Wealth Planning Advisors LLC
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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