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
1 year
Olivia Buttrey is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Klayer & Associates, Inc. and Martin, Klayer & Associates, Inc. Olivia is based in Daytona Beach, FL. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, providing nondiscretionary investment advice to ERISA-covered plans and portfolio management and financial planning to non-plan clients. The firm combines advisory services with an affiliated CPA firm, offering integrated accounting, tax, and financial planning capabilities.
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 & Wooten, CPA Firm, LLC
2023 - Present (3 years)
Klayer & Associates, inc.
2017 - 2023 (6 years)
Martin, Klayer & Associates, Inc.
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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