Robert L. Mcbeath

MCBEATH FINANCIAL GROUP

Normal, IL 61761

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CRD#: 6757523

Professional summary

Robert Lavern Mcbeath, who also goes by Robert L Mcbeath, Robert Lavern Mcbeath, is a registered financial advisor currently at MCBEATH FINANCIAL GROUP located in Normal, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert L Mcbeath | Robert Lavern 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)President and 100% owner of subchapter S corporation, Cornerstone Card Processing, Inc. This company is mainly a reseller of merchant services to small businesses and receives ongoing commissions for the accounts submitted to vendors. 2) Landmark Property Management, not investment related, Normal, IL/Lincoln, IL/Panama City Beach, FL, Leases Commercial, Residential, and Vacation Properties, Position, Start Date 03/2017, approximately 10 hours/month with 0 hours/month devoted during securities trading hours, primarily record keeping

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lavern 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®

None

Experience

Current

August 27, 2020 - Present

MCBEATH FINANCIAL GROUP

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

RIA

CRD#: 167188

Normal, IL

Past

March 2, 2017 - August 31, 2020

MOTIV8 INVESTMENTS LLC

RIA

CRD#: 285560

STUART, FL

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
(8/27/2020)

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: 3/2/2017

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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Robert L. Mcbeath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lavern Mcbeath's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCBEATH FINANCIAL GROUP

MOTIV8 INVESTMENTS LLC

Primary Firm SEC Registration

MCBEATH FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2017

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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