Gerald
Keyes

Keyes, Stange & Wooten Wealth Management, LLC

CRD#2546749
Investment Advisor
in Palm Coast, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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
Danielle Cinicolo
Palm Coast, FL
Tara Bobelak
Palm Coast, FL
Marcus Wooten
Palm Coast, FL
Howard Stange
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started