KW
Keith W. Ward
DESTINY WEALTH PARTNERS
Tavares, FL 32778
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CRD#: 5394755
KW
Professional summary
Keith Webster Ward, who also goes by Keith Webster Ward, Keith Ward, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Keith has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Keith Webster Ward | Keith Ward
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.
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED 2. 100% OWNER, 13459 MILLSTONE CIR, 13459 MILLSTONE CIR, HANCOCK, , MARYLAND, 21750, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 04/22/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MANAGE THE PROPERTY, RENTAL PROPERTY. Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Keith Webster Ward's 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®
NoneExperience
Current
April 18, 2025 - Present
DESTINY WEALTH PARTNERS, LLC
Office #1: 2100 Lake Eustis Dr., Tavares, FL 32778RIA
CRD#: 171346
Tavares, FL
Past
May 14, 2024 - February 27, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
FT LAUDERDALE, 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".
DW
DESTINY WEALTH PARTNERS, LLC
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
CRD#: 171346 / SEC#: 801-79789
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)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.Highlighted states indicate IAR registrations
IAR
Florida(4/28/2025)
IAR
Texas(4/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/14/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
DW
DESTINY WEALTH PARTNERS, LLC
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
CRD#: 171346 / SEC#: 801-79789
RIA
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Contact information
Main Address
2100 Lake Eustis Dr., Tavares, FL 32778
Mailing Address
Phone number
(352) 343-2700
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,030 |
| AUM (Assets Under Management) | $ 1,125,679,810 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DESTINY WEALTH PARTNERS, LLC
CRD#: 171346Tavares, FL 32778TRUST BUT VERIFY
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