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Trustee/president/chief Compliance Officer · McBeath Financial Group

Krista D. McBeath

CRD 4321349 · Named on Form ADV at one SEC-registered adviser

At a glance

McBeath Financial Group, an SEC-registered wealth manager based in Normal, IL with $287 million in regulatory assets, lists Krista D. McBeath on its Form ADV as Trustee/president/chief Compliance Officer, a control person.

Firms and roles

  • McBeath Financial GroupTrustee/president/chief Compliance OfficerWealth manager · Normal, IL · $287M in regulatory assets

AtlasMembers

Krista’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Krista’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.