Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
380 clients
Average Client Portfolio
$921K average
Assets Under Management
$350.1M
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Location

1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Danielle is an employee of Mad Hatters Management, LLC, a support company for a CPA firm, since 2004. She also works as Assistant Director of Tax and Accounting Services for Keyes, Stange & Wooten CPA Firm, LLC, dedicating about half of her time, and is a minority owner in Daytona Athletic Club, LLC, spending a few hours per week. Danielle also has rental real estate and is a partner in a real estate rental LLC.

Employment History
Current Registrations
Keyes, Stange & Wooten Wealth Management, LLC
February 2014 - Present · 12 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.