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
CFP®, Series 66
Industry experience
16 years
Tara Bobelak is a CFP® with 16 years of industry experience, currently serving at Keyes, Stange & Wooten Wealth Management, LLC. She has been affiliated with the firm and its related entities since 2004 and has also worked with Ihre, LLC and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is involved with Mad Hatters Management, LLC, a management support company for financial and accounting firms. Keyes, Stange & Wooten Wealth Management provides nondiscretionary investment advice to ERISA-covered retirement plans and offers portfolio management and financial planning services to individuals, corporations, trusts, and other entities. The firm integrates its advisory services with its affiliated CPA firm to offer combined 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
Ihre, LLC
2021 - Present (5 years)
Purshe Kaplan Sterling Investments
2013 - Present (13 years)
Keyes, Stange & Wooten CPA Firm, LLC
2004 - Present (22 years)
Keyes, Stange & Wooten Wealth Management, LLC
2004 - Present (22 years)
Mad Hatters Management, LLC
2004 - Present (22 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
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Series 63, Series 66
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CFA®
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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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