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Julie Ann Karstens

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 2022-02-22
  • IL RA
    APPROVED
    Since 2022-02-22

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
Landmark Wealth Management, Inc. Dba Mcbeath Financial Group Normal IL 10/2021 Present
Landmark Wealth Management, Inc. Dba Mcbeath Financial Group Normal IL 02/2022 Present
First State Bank Monticello IL 08/2018 10/2021
First State Bank Of Bloomington Bloomington IL 08/2013 08/2018
  • 10/2021 → Present
    Landmark Wealth Management, Inc. Dba Mcbeath Financial Group
    Normal, IL
  • 02/2022 → Present
    Landmark Wealth Management, Inc. Dba Mcbeath Financial Group
    Normal, IL
  • 08/2018 → 10/2021
    First State Bank
    Monticello, IL
  • 08/2013 → 08/2018
    First State Bank Of Bloomington
    Bloomington, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-22
  • S65 Uniform Investment Adviser Law Examination
    2022-02-22
Other Names
  • Julie Ann Esker

View on SEC IAPD

Other Firms

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AE WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
SOUND FINANCIAL SOLUTIONS, INC.
SMITH CFP, KARYN

Other Investors

BRYAN JAMES CRABTREE
DENNIS EUGENE KAGEL
Joshua D. Hardt
Trenton Anthony Miller
ROBERT LAVERN MCBEATH
David Zachary Brewer
KRISTA DAWN MCBEATH
Ian Joshua Cavallo

Other Offices

COMMONWEALTH FINANCIAL NETWORK · NORMAL, IL
AE WEALTH MANAGEMENT, LLC · Normal, IL
EDWARD JONES · NORMAL, IL
J.P. MORGAN SECURITIES LLC · Normal, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Normal, IL
CHARLES SCHWAB & CO., INC. · Normal, IL
EDWARD JONES · BLOOMINGTON, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Bloomington, IL

More in Normal, IL

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