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Krista Dawn Mcbeath

Mcbeath Financial Group

Normal, IL

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Current Employers
Mcbeath Financial Group

203 Landmark Drive Suite A, Normal, IL 61761 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-06-17
  • IL RA
    APPROVED
    Since 2013-06-17

Branch Locations

203 Landmark Drive Suite A, Normal, IL 61761 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcbeath Tax & Financial Services, L.L.C. Normal IL 12/2007 Present
Landmark Wealth Management, Inc. Dba Mcbeath Financial Group Normal IL 05/2013 Present
Motiv8 Investments Llc Normal IL 02/2017 08/2020
  • 12/2007 → Present
    Mcbeath Tax & Financial Services, L.L.C.
    Normal, IL
  • 05/2013 → Present
    Landmark Wealth Management, Inc. Dba Mcbeath Financial Group
    Normal, IL
  • 02/2017 → 08/2020
    Normal, IL
Previous Registrations
  • 2017-02-13 → 2020-08-31
    Normal, IL
  • 2012-10-15 → 2013-06-14
    Normal, IL
    Williamston, MI
  • 2008-12-12 → 2012-12-31
    American Investment Services
    Normal, IL
    Normal, IL
Other Businesses

(1) MCBEATH TAX AND FINANCIAL SERVICES, L.L.C.; INVESTMENT RELATED; NORMAL, IL; INSURANCE PRODUCER; PRESIDENT & LICENSED PRODUCER/AGENT SINCE 12/2007; APPROXIMATELY 65 HOURS PER MONTH; INSURANCE SALES AND SERVICES **** (2) LANDMARK WEALTH MANAGEMENT, INC. DBA MCBEATH FINANCIAL GROUP; INVESTMENT RELATED; NORMAL, IL; REGISTERED INVESTMENT ADVISOR; PRESIDENT & INVESTMENT ADVISOR REPRESENTATIVE SINCE 05/2013; APPROXIMATELY 65 HOURS PER MONTH; FINANCIAL PLANNING AND ADVISORY SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-11
  • S65 Uniform Investment Adviser Law Examination
    2008-12-11
Designations
Other Names
  • Krista D Clark
  • Krista D Mcbeath

View on SEC IAPD

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