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Keith Webster Ward

Destiny Wealth Partners, LLC

Tavares, FL

CRD 5394755

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Employer firm

Destiny Wealth Partners, LLC CRD 171346

$947M regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Destiny Wealth Partners, Llc

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-28
TX RA APPROVED 2025-04-18
  • FL RA
    APPROVED
    Since 2025-04-28
  • TX RA
    APPROVED
    Since 2025-04-18

Branch Locations

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tcc Wirelss Bloomingdale IL 03/2021 02/2023
Wireless Vision Bloomfield MI 02/2017 03/2021
Best Buy Rockville MD 02/2008 02/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2023 02/2025
Northwestern Mutual Investment Services Llc Ft Lauderdale FL 09/2023 02/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2024 02/2025
Destiny Wealth Partners Tavares FL 04/2025 Present
  • 03/2021 → 02/2023
    Tcc Wirelss
    Bloomingdale, IL
  • 02/2017 → 03/2021
    Wireless Vision
    Bloomfield, MI
  • 02/2008 → 02/2017
    Best Buy
    Rockville, MD
  • 04/2023 → 02/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2023 → 02/2025
    Northwestern Mutual Investment Services Llc
    Ft Lauderdale, FL
  • 06/2024 → 02/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2025 → Present
    Destiny Wealth Partners
    Tavares, FL
Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED 2. 100% OWNER, 13459 MILLSTONE CIR, 13459 MILLSTONE CIR, HANCOCK, , MARYLAND, 21750, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 04/22/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MANAGE THE PROPERTY, RENTAL PROPERTY. Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-11
S63 Uniform Securities Agent State Law Examination 2024-05-29
  • S65 Uniform Investment Adviser Law Examination
    2025-04-11
  • S63 Uniform Securities Agent State Law Examination
    2024-05-29
Other Names
  • Keith Webster Ward
  • Keith Ward

View on SEC IAPD

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