Julie Karstens (CRD# 7504756) is an Investment Advisor Representative working at Mcbeath Financial Group in Normal, IL and has over 2 years of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 4080772
Lpl Financial LLC
CRD# 2776
Ic Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landmark Wealth Management, Inc. Dba Mcbeath Financial Group | Normal, IL | Feb 2022 - Current | 2 |
| Landmark Wealth Management, Inc. Dba Mcbeath Financial Group | Normal, IL | Oct 2021 - Current | 2 |
| First State Bank | Monticello, IL | Aug 2018 - Oct 2021 | 3 |
| First State Bank Of Bloomington | Bloomington, IL | Aug 2013 - Aug 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- IL
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts553ACCOUNTS
-
Average Account Value$289,674
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL
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