David Zachary Brewer
CFP®Professional Summary
David Zachary Brewer, CFP® is a registered financial advisor currently at MCBEATH FINANCIAL GROUP located in Normal, Illinois. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Credentials
Years of Experience
3 years in the financial services industry
Current & Past Employments
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Current Firm
LANDMARK WEALTH MANAGEMENT, INC. | MCBEATH FINANCIAL GROUP
Contact Information
Main Address
203 Landmark Drive Suite A, Normal, IL 61761Phone Number
(309) 808-2224# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
680AUM (Assets Under Management)
$287,030,866Similar Advisors
STATE FARM VP MANAGEMENT CORP.
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.
The advisor shows no other business activity.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Primary Firm SEC Registration
LANDMARK WEALTH MANAGEMENT, INC. | MCBEATH FINANCIAL GROUP
State Registrations and Notice Filings
(5/23/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
CRS (Client Relationship Summary) - RIA
Click below to view David Zachary Brewer's CRS (Customer Relationship Summary).
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
