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David Zachary Brewer

Mcbeath Financial Group

Normal, IL

CRD 7745811

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Employer firm

Mcbeath Financial Group CRD 167188

$287M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mcbeath Financial Group

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-05-23
  • IL RA
    APPROVED
    Since 2023-05-23

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 Financial Group Normal IL 05/2023 Present
Heartland Bank And Trust Company Normal IL 04/2014 09/2017
Heartland Bank And Trust Company Normal IL 09/2017 03/2021
Heartland Bank And Trust Company Normal IL 03/2021 05/2023
  • 05/2023 → Present
    Mcbeath Financial Group
    Normal, IL
  • 04/2014 → 09/2017
    Heartland Bank And Trust Company
    Normal, IL
  • 09/2017 → 03/2021
    Heartland Bank And Trust Company
    Normal, IL
  • 03/2021 → 05/2023
    Heartland Bank And Trust Company
    Normal, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
AE WEALTH MANAGEMENT, LLC
EDWARD JONES

Nearby Investors

BRYAN JAMES CRABTREE
DENNIS EUGENE KAGEL
Joshua D. Hardt

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · NORMAL, IL
AE WEALTH MANAGEMENT, LLC · Normal, IL
EDWARD JONES · NORMAL, IL

More in Normal, IL

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