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Brian Christopher Von hein

Keyes, Stange & Wooten Wealth Management, LLC

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About Brian Christopher Von hein

Brian Christopher Von hein is an Investment Advisor Representative with Keyes, Stange & Wooten Wealth Management, LLC. Brian is registered with the state of Florida and has been in the industry for 10 years. Brian specializes in providing financial planning, pension consulting, and portfolio management services to individuals and families. Brian has extensive experience in working with high-net-worth individuals and families. Brian has also worked with businesses, corporations, and other organizations. Brian is committed to providing his clients with the highest level of service and expertise.

Firm Information

Brian Von hein is currently registered with Keyes, Stange & Wooten Wealth Management, LLC. Keyes, Stange & Wooten Wealth Management, LLC is a Daytona Beach, FL-based wealth management firm that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm manages approximately $316,475,869 in regulatory assets under management.
Keyes, Stange & Wooten Wealth Management, LLC

1825 BUSINESS PARK BLVD.

DAYTONA BEACH, FL 32114

$316.48M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Von hein’s Registration & Firm History

FL

10/18/2018 - Present

Keyes, Stange & Wooten Wealth Management, LLC (Daytona Beach FL)

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Licenses & Designations

IA

Issued 09/15/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Christopher Von hein.
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