Tara
Bobelak

Keyes, Stange & Wooten Wealth Management, LLC

CRD#4862721
Investment Advisor
in Palm Coast, FL

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About this Advisor

Tara Bobelak is a certified financial planner working in Palm Coast, Florida with 9 years of industry experience. Bobelak works at Keyes, Stange & Wooten Wealth Management, LLC. Over the course of their career, they have held roles at Keyes, Stange & Wooten Cpa Firm, LLC, Raymond James Financial Services, Mad Hatters Management, LLC, Keyes, Stange & Wooten Wealth Management, LLC, Purshe Kaplan Sterling Investments and Ihre, LLC. Bobelak maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida. Keyes, Stange & Wooten Wealth Management, LLC is a registered investment firm that has its headquarters in Palm Coast, FL. The firm has a total of seven advisors. It manages $280 million in assets among its 887 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 887 client accounts, 28% are associated with high-net-worth individuals who have at least $1 million in assets. Keyes, Stange & Wooten Wealth Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which service is provided. However, fees charged by Keyes, Stange & Wooten Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

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

$280,012,280

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

7

FL Average: 62
Total Number of Accounts

887

FL Average: 2,474
Average Account Size

$315,685

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

Tara Bobelak Work History

Tara has been registered as a financial advisor for 9 years.*

2021 - Present (3 years)

Ihre, LLC

2013 - Present (11 years)

Purshe Kaplan Sterling Investments

2004 - Present (20 years)

Keyes, Stange & Wooten Cpa Firm, LLC

2004 - Present (20 years)

Mad Hatters Management, LLC

2004 - Present (20 years)

Keyes, Stange & Wooten Wealth Management, LLC

2009 - 2013 (4 years)

Raymond James Financial Services

*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 Tara Bobelak 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
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 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.

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