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Michael Shane Wooten

Advisor at Navy Federal Investment Services, LLC — Saint Petersburg, FL

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

16 years

Location

Saint Petersburg, FL

Navy Federal Investment Services, LLC logo

Navy Federal Investment Services, LLC

Multi-team

Total advisors

162

Across 96 offices

Clients per advisor

46 Low

Avg AUM per client

$282,883 Very Low

HNW client ratio

4% Very Low

About

Michael Wooten is a CFP® and ChFC® with 16 years of industry experience. He is currently with Navy Federal Investment Services, LLC and has previously worked at firms including Charles Schwab & Co., Inc. and USAA Financial Planning Services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that incorporate third-party portfolio managers.

Client services

Based on Navy Federal Investment Services, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Navy Federal Investment Services, LLC

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $250,000: Ranges approximately from 0.68% to 1.35% depending on Third-Party Portfolio Manager $250,001 - $500,000: Ranges approximately from 0.70% to 1.22% depending on Third-Party Portfolio Manager $500,001 - $1,000,000: Ranges approximately from 0.65% to 0.84% depending on Third-Party Portfolio Manager $1,000,001 - $2,000,000: Ranges approximately from 0.50% to 0.82% depending on Third-Party Portfolio Manager $2,000,001+: Ranges approximately from 0.50% to 0.90% depending on Third-Party Portfolio Manager

Commissions

NFIS is also a broker/dealer offering securities products for commissions; commissions vary by product and service.

Subscriptions

Digital Investor Automated Portfolios fixed fee of $3.50 per month.

Other

Account minimum: $50,000 Minimum fee: Minimum annual platform fee ranges: $25 (Fund Strategist Portfolios), $50 (Separately Managed Accounts, Unified Managed Accounts), $75 (Ladenburg Thalmann Asset Management minimum annual platform fee, American Funds, BlackRock, Capital Group minimum fee) Fee-only: Digital Investor Automated Portfolios fee of $3.50 per month (fixed fee). Also, optional Tax Overlay Services fees from 5 to 15 basis points depending on asset levels.

Location

See office

Saint Petersburg, FL

Saint Petersburg FL

Advisors at this office

1

Most active in

Florida

Work history

16 years of industry experience

Navy Federal Investment Services, LLC

2024 - Present • 2 years

Saint Petersburg, FL

Navy Federal Financial Group, LLC

2024 - Present • 2 years

Saint Petersburg, FL

Unemployed

2024 - 2024 • 1 year

St. Petersburg, FL

Charles Schwab & Co., Inc.

2021 - 2024 • 3 years

Temple Terrace, FL

Usaa Investment Management Company

2018 - 2020 • 2 years

Tampa, FL

USAA Financial Planning Services

2011 - 2021 • 10 years

Tampa, FL

USAA Financial Advisors, Inc

2011 - 2021 • 10 years

Tampa, FL

New England Securities

2008 - 2009 • 1 year

Tampa, FL

Waddell & Reed

2006 - 2008 • 2 years

Tampa, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals

Enzo C

Series 66

Tampa, FL

Merrill

Enzo Cespedes Correa is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial career in 2017 within consumer banking and transitioned to investment management in 2020. His expertise includes tax minimization strategies, portfolio management, wealth transfer, banking integration, and lending services. Enzo holds a Bachelor of Business Administration in Finance and a Master of Business Administration (MBA) from Florida International University, as well as the Certified Private Wealth Advisor® (CPWA®) designation earned through the Yale School of Management. He also holds the Personal Investment Advisor (PIA) designation. Originally from Coral Gables, Miami, Enzo resides in Wellswood, Tampa with his wife Peyton and daughter Elsie. He is active in his church community and enjoys reading and exploring emerging trends in finance and technology. He is fluent in English and Spanish.

Wealth management Tax-loss harvesting Multi-generational wealth transfer
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Dean H

Series 63, Series 66

Seminole, FL

Edward Jones

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner LGBTQIA
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Jacob W

Series 66

Saint Petersburg, FL

Wyand Wealth LLC

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Income planning Cash flow / budgeting Home buying
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