LANDMARK WEALTH MANAGEMENT, INC.

LANDMARK WEALTH MANAGEMENT, INC. of NORMAL, IL is an SEC-registered investment adviser (CRD 167188). Regulatory assets under management: $287.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Krista Dawn McbeathTRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER
Robert Lavern McbeathTRUSTEE/VICE PRESIDENT
Julie Ann KarstensSHAREHOLDER
MCBEATH KRISTA DAWNPRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE; TRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER
McBeath Robert LTRUSTEE; VICE PRESIDENT
MCBEATH ROBERT LAVERNTRUSTEE/VICE PRESIDENT

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