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Nathan Michael Sandon

Investment adviser representative at Mcbeath Financial Group
10 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

10 years in the industry.

  1. Mcbeath Financial GroupSep 2025 to now
  2. Flanagan State BankAug 2024 to Apr 2025
  3. Jason Martin State Farm AgencyMay 2024 to Aug 2024
  4. Illinois State University College of BusinessOct 2023 to Feb 2025
  5. Illinois State UniversityAug 2023 to Jun 2025
  6. YmcaAug 2023 to Mar 2024
  7. Waubonsee Community CollegeAug 2021 to Aug 2023
  8. MenardsAug 2021 to Jul 2023
  9. Yorkville High SchoolJan 2016 to Jun 2021

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
8210801
Firm CRD
167188
Advisor's SEC record (opens in a new tab)
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