Gerald
Keyes

Keyes, Stange & Wooten Wealth Management, LLC

CRD#2546749
Investment Advisor
in Palm Coast, FL

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About this Advisor

Gerald Keyes is a financial advisor based in Palm Coast, Florida, working with Keyes, Stange & Wooten Wealth Management, LLC. Gerald has previously held positions at Fixed Insurance Products, Keyes, Stange & Wooten Cpa Firm, LLC, Registered Investment Advisor, Mad Hatters Management, LLC, Green Turtle LLC, Upscale Dinning, Easy Day Holdings LLC, Intracoastal Bank, Insurance - Non Variable, Ihre LLC, Keyes, Stange & Wooten Wealth Management, LLC, Flagler Commerce Park Center LLC, West End LLC, and Kuba LLC. Gerald has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Gerald is part of Keyes, Stange & Wooten Wealth Management, LLC, which operates out of Palm Coast, Florida. The firm has 1 office and 10 employees. The firm manages assets totaling $316.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Keyes, Stange & Wooten Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

391 Palm Coast Pkwy Sw Suite 3
Palm Coast, FL 32137

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Keyes, Stange & Wooten Wealth Management, LLC Brokerage Details

Total Assets Under Management

$316,475,869

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

937

FL Average: 2,474
Average Account Size

$337,754

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Gerald Keyes Work History

2012 - Present (12 years)

Intracoastal Bank

2011 - Present (13 years)

Keyes, Stange & Wooten Wealth Management, LLC

2006 - Present (18 years)

Easy Day Holdings LLC

2005 - Present (19 years)

Registered Investment Advisor

2005 - Present (19 years)

Insurance - Non Variable

2004 - Present (20 years)

Keyes, Stange & Wooten Cpa Firm, LLC

1995 - Present (29 years)

Fixed Insurance Products

2012 - 2020 (8 years)

Ihre LLC

2006 - 2021 (15 years)

Flagler Commerce Park Center LLC

2006 - 2021 (15 years)

West End LLC

2005 - 2023 (18 years)

Mad Hatters Management, LLC

2005 - 2020 (15 years)

Green Turtle LLC

2005 - 2014 (9 years)

Upscale Dinning

2005 - 2017 (12 years)

Kuba LLC

Disclosures

Please visit the SEC profile of Gerald Keyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Keyes, Stange & Wooten Wealth Management, LLC

Brian Von Hein
Daytona Beach, FL
Jeremiah Cronin
Daytona Beach, FL
Tara Bobelak
Palm Coast, FL
Danielle Cinicolo
Palm Coast, FL
Howard Stange
Palm Coast, FL
Marcus Wooten
Palm Coast, FL
Gerald Keyes
Palm Coast, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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