Tara Bobelak
Tara Bobelak is a CFP-designated registered investment advisor at Keyes, Stange & Wooten Wealth Management, LLC, based in Daytona Beach, FL, with 16 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 407 clients with $400M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tara is a member of Keyes, Stange & Wooten Wealth Management, LLC, Keyes, Stange & Wooten CPA Firm, LLC, and Mad Hatters Management, LLC. She also sells fixed insurance and fixed annuities, and owns real estate, dedicating minimal time to each of these activities. She also provides quotes and illustrations for fixed insurance products and life insurance.
Employment History
Current Registrations
Keyes, Stange & Wooten Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations6 states
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