Tara Leigh Bobelak

Employer firm

Keyes, Stange & Wooten Wealth Management, LLC CRD 139806

$400M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2004 → Present
  Keyes, Stange & Wooten Cpa Firm, Llc
  Daytona Beach, FL
• 09/2004 → Present
  Mad Hatters Management, Llc
  Daytona Beach, FL
• 09/2004 → Present
  Keyes, Stange & Wooten Wealth Management, Llc
  Daytona Beach, FL
• 11/2013 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2021 → Present
  Ihre, Llc
  Daytona Beach, FL

Previous Registrations

• 2011-01-27 → 2013-11-01
  Raymond James Financial Services Advisors, Inc
  Daytona Beach, FL

Other Businesses

1. KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC - RIA - 1825 BUSINESS PARK BLVD., SUITE E, DAYTONA BEACH, FL 32114 - 09/2004 - MEMBER. 2. KEYES, STANGE & WOOTEN CPA FIRM, LLC - 1825 BUSINESS PARK BLVD., SUITE E, DAYTONA BEACH, FL 32114 - CPA FIRM/INCOME TAX PREP - 09/2004 - MEMBER. 3. MAD HATTERS MANAGEMENT, LLC - 1825 BUSINESS PARK BLVD., SUITE E, DAYTONA BEACH, FL 32114 - MANAGEMENT SUPPORT COMPANY FOR FINANCIAL AND ACCOUNTING FIRM BUSINESS. 4. PKS FINANCIAL, 80 STATE ST, ALBANY, NY 12207. INVESTMENT RELATED, AGENT FOR FIXED INSURANCE AND FIXED ANNUITY SALES, 8/2015-PRESENT. 4 HRS/MONTH, 1 HRS/MONTH DURING TRADING. 5. IHRE, LLC. Non-Investment Related. 1825 Business Park Blvd. Suite E Daytona Beach, FL 32114. Owns Real Estate, Member. Start 12/2020. 1hr/mo, during trading hours. Rental Maintenance. 6. Insurance Sales; Not Investment Related; 1825 Business Park Blvd. Suite E Daytona Beach, FL 32114; Fixed Insurance; Agent; 01/2016; 5hrs/mo; 5hrs during trading; provide quotes, illustrations for fixed insurance products and life insurance. 7. Interchange Property Partners, LLC. Non-investment related. 1825 Business Park Blvd. Suite E Daytona Beach, FL 32114. Land purchase. Owner. 02/01/2025. 1hr/ mo. 0 during trading. Holding land/ building for future office.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-07

Designations

• Certified Financial Planner

Other Names

• Tara Leigh Mckinney
• Tara Leigh Mckinney