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

Brian is an employee of Mad Hatters Management, LLC, a management support company, since 2017. He also works for Keyes, Stange & Wooten CPA Firm, LLC, and spends a full-time amount of time working for his family business, Take Home Charlys'.

Employment History
Current Registrations
Keyes, Stange & Wooten Wealth Management, LLC
October 2018 - Present · 7 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Brian Christopher Von Hein - Financial Advisor | TrueAdvisor