Tara Leigh Bobelak
Investment adviser representative at Keyes, Stange & Wooten Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
22 years in the industry.
- Ihre, LLCJan 2021 to now
- Purshe Kaplan Sterling InvestmentsNov 2013 to now
- Keyes, Stange & Wooten Cpa Firm, LLCDec 2004 to now
- Keyes, Stange & Wooten Wealth Management, LLCSep 2004 to now
- Mad Hatters Management, LLCSep 2004 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4862721
- Firm CRD
- 139806