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LANDMARK WEALTH MANAGEMENT, INC.
LANDMARK WEALTH MANAGEMENT, INC.
MCBEATH FINANCIAL GROUP
NORMAL, Illinois
·
2 registered advisors
·
CRD# 167188
SEC# 801-130333
1
309-808-2224
01
Firm Overview
AUM
$160M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LANDMARK WEALTH MANAGEMENT, INC.
2 registered advisors
Krista Dawn Mcbeath
NORMAL, Illinois
CRD# 4321349
Robert Lavern Mcbeath
NORMAL, Illinois
CRD# 6757523
05
Office Locations
NORMAL, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. LANDMARK WEALTH MANAGEMENT, INC. (CRD# 167188) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.