LANDMARK WEALTH MANAGEMENT, INC.
Legal name: MCBEATH FINANCIAL GROUP
CRD #167188 SEC #801-130333 NORMAL, IL 309-808-2224
SEC Registered
Total AUM
$223.2M
Discretionary
$223.2M
Employees
6
Clients
10
Accounts
619
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCBEATH, KRISTA, DAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCBEATH, KRISTA, DAWN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCBEATH, KRISTA, DAWN | I | TRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| McBeath, Robert, L | I | VICE PRESIDENT | NA | Control |
| McBeath, Robert, L | I | VICE PRESIDENT | NA | Control |
| MCBEATH, KRISTA, DAWN | I | TRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCBEATH, KRISTA, DAWN | I | TRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCBEATH, KRISTA, DAWN | I | TRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCBEATH, ROBERT, LAVERN | I | TRUSTEE/VICE PRESIDENT | E | Control |
| MCBEATH, ROBERT, LAVERN | I | TRUSTEE/VICE PRESIDENT | E | Control |
| MCBEATH, ROBERT, LAVERN | I | TRUSTEE/VICE PRESIDENT | E | Control |
| MCBEATH, ROBERT, LAVERN | I | TRUSTEE/VICE PRESIDENT | E | Control |
| THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | DE | OWNER | E | Control |
| THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | DE | OWNER | E | Control |
| THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | DE | OWNER | E | Control |
| THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | DE | OWNER | E | Control |
| THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | DE | OWNER | E | Control |
| THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | DE | OWNER | E | Control |
| Karstens, Julie, Ann | I | SHAREHOLDER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCBEATH, KRISTA, DAWN | I | THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | F | Control |
| MCBEATH, KRISTA, DAWN | I | THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | F | Control |
| McBeath, Robert, L | I | THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | F | Control |
| McBeath, Robert, L | I | THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021 | F | Control |
Registrations
Federal
IA
May 14, 2025 REGISTERED
Notice Filings (2)
IL NE
Address
203 LANDMARK DRIVESUITE A
NORMAL, IL 61761
United States
Phone: 309-808-2224