Tara L. Bobelak

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT

DAYTONA BEACH, FL 32114

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CRD#: 4862721

Professional summary

Tara Leigh Bobelak, CFP®, who also goes by Tara Leigh Mckinney, is a registered financial advisor currently at KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC located in Daytona Beach, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Daytona Beach, Florida.

Tara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Tara has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tara Leigh Mckinney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Leigh Bobelak's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

June 20, 2014 - Present

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Office #1: 1825 Business Park Blvd. Ste E, Daytona Beach, FL 32114Office #2: 1825 Business Park Blvd. Suite E, Daytona Beach, FL 32114

RIA

CRD#: 139806

DAYTONA BEACH, FL

Current

November 1, 2013 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1825 Business Park Blvd Suite E, Daytona Beach, FL 32114

CRD#: 35747

Daytona Beach, FL

Past

January 27, 2011 - November 1, 2013

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

DAYTONA BEACH, FL

Past

December 8, 2009 - November 1, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DAYTONA BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

ATLANTIC FINANCIAL PLANNING GROUP, LLC | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CRD#: 139806 / SEC#: 801-80151

RIA

Registered Investment Advisory firm - (8/5/2014 Approved)

Florida

Registered Investment Advisory firm - (8/18/2014 Terminated)

Texas

Registered Investment Advisory firm - (8/18/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(11/1/2013)

IAR

Florida
(6/20/2014)

Indiana
(4/16/2024)

North Carolina
(3/14/2023)

Pennsylvania
(8/5/2022)

Virginia
(7/8/2015)

West Virginia
(7/8/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/7/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

ATLANTIC FINANCIAL PLANNING GROUP, LLC | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CRD#: 139806 / SEC#: 801-80151

RIA

Registered Investment Advisory firm - (8/5/2014 Approved)

Florida

Registered Investment Advisory firm - (8/18/2014 Terminated)

Texas

Registered Investment Advisory firm - (8/18/2014 Terminated)

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Contact information

Main Address

1825 Business Park Blvd. Suite E, Daytona Beach, FL 32114

Mailing Address

Phone number

(386) 253-1980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A RETIREMENT PLAN BROCHURE (3/4/2026)

BROCHURE (3/4/2026)

Regulatory assets under management

Total Number of Accounts	1,049
AUM (Assets Under Management)	$ 400,113,566

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2026	Cover Page	Report
09/17/2024	Cover Page	Report
10/11/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Tara L. Bobelak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Leigh Bobelak's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2009

FINRA

Current Firm

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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