David Zachary Brewer
Investment adviser representative at Mcbeath Financial Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$287MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Mcbeath Financial GroupMay 2023 to now
- Heartland Bank and Trust CompanyApr 2014 to May 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Mcbeath Financial Group
Legal name: Landmark Wealth Management, Inc.
$287MAssets managed
237Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7745811
- Firm CRD
- 167188