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RIA / WealthAdvisorChartered Financial Consultant18 years in industry

KRISTA DAWN MCBEATH

Advisor at MCBEATH FINANCIAL GROUP

NORMAL, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d3e77a5-6f44-59fe-324e-ef22b3a34fa6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MCBEATH FINANCIAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65
First exam: Dec 11, 2008
First registration: Dec 12, 2008
Dual registered: no
Other names: KRISTA D CLARK|KRISTA D MCBEATH
IAPD individual key: 4321349

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCBEATH FINANCIAL GROUP	Independent wealth	Jun 17, 2013	n/a	yes	NORMAL, IL	Current employment
MOTIV8 INVESTMENTS LLC	Independent wealth	Feb 13, 2017	Aug 31, 2020	no	Normal, IL	Previous registration
CG ADVISORY SERVICES	Independent wealth	Oct 15, 2012	Jun 14, 2013	no	NORMAL, IL\|WILLIAMSTON, MI	Previous registration
AMERICAN INVESTMENT SERVICES	Former SEC adviser	Dec 12, 2008	Dec 31, 2012	no	NORMAL, IL\|NORMAL, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MOTIV8 INVESTMENTS LLC	n/a	Aug 31, 2020	n/a	n/a	Departure no registered destination	Departure
CG ADVISORY SERVICES	MCBEATH FINANCIAL GROUP	Jun 14, 2013	Jun 17, 2013	3	Firm change	Other
AMERICAN INVESTMENT SERVICES	CG ADVISORY SERVICES	Dec 31, 2012	Oct 15, 2012	-77	Firm change after gap	Other

Relationships

Registered with (4)

→ MCBEATH FINANCIAL GROUPRegistered adviserregistration: current employment
Jun 17, 2013 to presentfactForm ADV
→ MOTIV8 INVESTMENTS LLCRegistered adviserregistration: previous registration
Feb 13, 2017 to Aug 31, 2020factForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 15, 2012 to Jun 14, 2013factForm ADV
→ AMERICAN INVESTMENT SERVICESRegistered adviserregistration: previous registration
Dec 12, 2008 to Dec 31, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d3e77a5-6f44-59fe-324e-ef22b3a34fa6
First observed: Dec 12, 2008
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KRISTA DAWN MCBEATH

Advisor at MCBEATH FINANCIAL GROUP

NORMAL, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d3e77a5-6f44-59fe-324e-ef22b3a34fa6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MCBEATH FINANCIAL GROUP

Independent wealth

Jun 17, 2013

n/a

yes

NORMAL, IL

Current employment

MOTIV8 INVESTMENTS LLC

Independent wealth

Feb 13, 2017

Aug 31, 2020

Normal, IL

Previous registration

CG ADVISORY SERVICES

Independent wealth

Oct 15, 2012

Jun 14, 2013

NORMAL, IL|WILLIAMSTON, MI

Previous registration

AMERICAN INVESTMENT SERVICES

Former SEC adviser

Dec 12, 2008

Dec 31, 2012

NORMAL, IL|NORMAL, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MOTIV8 INVESTMENTS LLC

n/a

Aug 31, 2020

n/a

Departure no registered destination

Departure

CG ADVISORY SERVICES

MCBEATH FINANCIAL GROUP

Jun 14, 2013

Jun 17, 2013

Firm change

Other

AMERICAN INVESTMENT SERVICES

CG ADVISORY SERVICES

Dec 31, 2012

Oct 15, 2012

-77

Firm change after gap

Other