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Marcus Allen Wooten

Investment adviser representative at Keyes, Stange & Wooten Wealth Management, LLC
23 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$400.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

23 years in the industry.

  1. Keyes, Stange & Wooten Wealth Management, LLCDec 2003 to now
  2. Keyes, Stange & Wooten Cpa Firm, LLCDec 2003 to now
  3. Mad Hatters Management, LLCDec 2003 to now

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Keyes, Stange & Wooten Wealth Management, LLC

$400.1MAssets managed
407Clients
7Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2676555
Firm CRD
139806
Advisor's SEC record (opens in a new tab)
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