Gerald
Keyes
Keyes, Stange & Wooten Wealth Management, LLC
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About this Advisor
Gerald Keyes is a certified financial planner and personal financial specialist operating in Palm Coast, Florida with 19 years of industry experience. Keyes is on the advisory team at Keyes, Stange & Wooten Wealth Management, LLC. Keyes has gained experience at Fixed Insurance Products, Keyes, Stange & Wooten Cpa Firm, LLC, Cypress Capital Mgmt 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. Keyes has a Series 63 license, qualifying them as a securities broker, and is registered to work in Florida. Keyes, Stange & Wooten Wealth Management, LLC is a registered investment business headquartered in Palm Coast, FL. The company has a total of seven financial advisors. It oversees $280 million in total assets between its 887 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 887 client accounts, 28% are associated with high-net-worth clients who have at least $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on the type of services provided. However, fee types billed by Keyes, Stange & Wooten Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keyes, Stange & Wooten Wealth Management, LLC Brokerage Details
$280,012,280
7
887
$315,685
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
Gerald has been registered as a financial advisor for 19 years.*
Intracoastal Bank
Keyes, Stange & Wooten Wealth Management, LLC
Easy Day Holdings LLC
Registered Investment Advisor
Mad Hatters Management, LLC
Insurance - Non Variable
Keyes, Stange & Wooten Cpa Firm, LLC
Fixed Insurance Products
Ihre LLC
Flagler Commerce Park Center LLC
West End LLC
Green Turtle LLC
Upscale Dinning
Kuba LLC
Cypress Capital Mgmt LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Daytona Beach, FL
Palm Coast, FL
Palm Coast, FL
Palm Coast, FL
Palm Coast, FL
Palm Coast, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
