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Robert Lavern Mcbeath

LANDMARK WEALTH MANAGEMENT, INC.·NORMAL, Illinois
Series 65Clean record9 years registeredLANDMARK WEALTH MANAGEMENT, INC.
203 LANDMARK DRIVE, NORMAL, IL 61761CRD# 6757523Firm CRD# 167188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lavern Mcbeath · NORMAL, IL
Registration
CRD #6757523 · LANDMARK WEALTH MANAGEMENT, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

MCBEATH FINANCIAL GROUP
Aug 2020 – present
MOTIV8 INVESTMENTS LLC
Mar 2017 – Aug 2020
STUART, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 2, 2017
Years registered · 9
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. →
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05

Frequently Asked Questions

What services does Robert Lavern Mcbeath offer?
Robert Lavern Mcbeath specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORMAL, Illinois for a consultation.
What are Robert Lavern Mcbeath's credentials?
Robert Lavern Mcbeath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lavern Mcbeath located?
Robert Lavern 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 Robert Lavern Mcbeath charge for services?
Robert Lavern 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.

Krista Dawn Mcbeath
NORMAL, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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