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Krista Dawn Mcbeath

LANDMARK WEALTH MANAGEMENT, INC.·NORMAL, Illinois
Series 65Clean record17 years registeredLANDMARK WEALTH MANAGEMENT, INC.
203 LANDMARK DRIVE, NORMAL, IL 61761CRD# 4321349Firm CRD# 167188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Krista Dawn Mcbeath · NORMAL, IL
Registration
CRD #4321349 · LANDMARK WEALTH MANAGEMENT, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

MCBEATH FINANCIAL GROUP
Jun 2013 – present
MOTIV8 INVESTMENTS LLC
Feb 2017 – Aug 2020
Normal, IL
CAPITAL ASSET ADVISORY SERVICES, LLC
Oct 2012 – Jun 2013
NORMAL, IL
AMERICAN INVESTMENT SERVICES
Aug 2012 – Dec 2012
NORMAL, IL
AMERICAN INVESTMENT SERVICES
Dec 2008 – Jun 2012
NORMAL, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 12, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LANDMARK WEALTH MANAGEMENT, INC.
CRD 167188 · SEC 801-130333
AUM
$160M
Regulatory assets under management
Employees
5
553 client accounts
Services offered by LANDMARK WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LANDMARK WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Krista Dawn Mcbeath offer?
Krista Dawn Mcbeath specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORMAL, Illinois for a consultation.
What are Krista Dawn Mcbeath's credentials?
Krista Dawn Mcbeath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Krista Dawn Mcbeath located?
Krista Dawn Mcbeath is based in NORMAL, Illinois, working with LANDMARK WEALTH MANAGEMENT, INC.. Their office serves clients in the NORMAL metropolitan area and surrounding communities.
How does Krista Dawn Mcbeath charge for services?
Krista Dawn Mcbeath's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDMARK WEALTH MANAGEMENT, INC.?
LANDMARK WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LANDMARK WEALTH MANAGEMENT, INC.

Robert Lavern Mcbeath
NORMAL, IL

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