Krista D. Mcbeath

MCBEATH FINANCIAL GROUP

Normal, IL 61761

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CRD#: 4321349

Professional summary

Krista Dawn Mcbeath, ChFC®, who also goes by Krista D Clark, Krista D Mcbeath, is a registered financial advisor currently at MCBEATH FINANCIAL GROUP located in Normal, Illinois.

Krista is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Krista has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Krista D Clark | Krista D Mcbeath

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krista Dawn Mcbeath's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

June 17, 2013 - Present

MCBEATH FINANCIAL GROUP

Office #1: 203 Landmark Drive Suite A, Normal, IL 61761

RIA

CRD#: 167188

Normal, IL

Past

February 13, 2017 - August 31, 2020

MOTIV8 INVESTMENTS LLC

RIA

CRD#: 285560

Normal, IL

Past

October 15, 2012 - June 14, 2013

CG ADVISORY SERVICES

RIA

CRD#: 110929

NORMAL, IL

Past

August 27, 2012 - December 31, 2012

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

NORMAL, IL

Past

December 12, 2008 - June 27, 2012

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

NORMAL, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCBEATH FINANCIAL GROUP

LANDMARK WEALTH MANAGEMENT, INC. | MCBEATH FINANCIAL GROUP

CRD#: 167188 / SEC#: 801-130333

RIA

Registered Investment Advisory firm - (6/6/2024 Approved)

Illinois

Registered Investment Advisory firm - (6/7/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/17/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/11/2008

Uniform Investment Adviser Law Examination

Current Firm

MCBEATH FINANCIAL GROUP

LANDMARK WEALTH MANAGEMENT, INC. | MCBEATH FINANCIAL GROUP

CRD#: 167188 / SEC#: 801-130333

RIA

Registered Investment Advisory firm - (6/6/2024 Approved)

Illinois

Registered Investment Advisory firm - (6/7/2024 Terminated)

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Contact information

Main Address

203 Landmark Drive Suite A, Normal, IL 61761

Mailing Address

Phone number

(309) 808-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts	619
AUM (Assets Under Management)	$ 223,219,415

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Krista D. Mcbeath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krista Dawn Mcbeath's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCBEATH FINANCIAL GROUP

MOTIV8 INVESTMENTS LLC

CG ADVISORY SERVICES

AMERICAN INVESTMENT SERVICES

AMERICAN INVESTMENT SERVICES

Primary Firm SEC Registration

MCBEATH FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2008

Current Firm

MCBEATH FINANCIAL GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCBEATH FINANCIAL GROUP

TRUST BUT VERIFY

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