TB
CFP
TB
CFP

Tara Leigh Bobelak

15 Years of Experience
BrokerSells Insurance
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 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
June 2014 - Present · 11 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2011 - November 2013 · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
December 2009 - November 2013 · 3 yrs 11 mos
State Registrations6 states
FLINNCPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Tara Leigh Bobelak - Financial Advisor | TrueAdvisor