Ian Joshua Cavallo
Investment adviser representative at Mcbeath Financial Group
11 yearsExperience
1 stateRegistered in
$287MFirm assets
2 yearsFirm in business
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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
11 years in the industry.
- Mcbeath Financial GroupSep 2025 to now
- Advance Trading Inc.Apr 2021 to Sep 2025
- Illinois State UniversityJan 2021 to Dec 2022
- Hyvee GrocerySep 2020 to Apr 2021
- Heartland CcAug 2018 to Dec 2020
- Iga GrocerySep 2017 to Sep 2020
- El Paso Gridley High SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8210713
- Firm CRD
- 167188