David Zachary Brewer
Financial advisor at Landmark Wealth Management, Inc. · Normal, IL
Last updated 2026-10-10
Claim your profileDavid Zachary Brewer is a financial advisor at Landmark Wealth Management, Inc. in Normal, IL, CRD 7745811. IAPD registration began 2023-05-23.
Registration
- CRD number
- 7745811
- Registration status
- Active
- IAPD registration
- 2023-05-23
- Industry Experience
- 3 years
- Work Experience
- 12 years
- States registered
- IL
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
Work history
- 2023-05 to Present · McBeath Financial Group · Normal, IL
- 2014-04 to 2017-09 · Heartland Bank and Trust Company · Normal, IL
- 2017-09 to 2021-03 · Heartland Bank and Trust Company · Normal, IL
- 2021-03 to 2023-05 · Heartland Bank and Trust Company · Normal, IL
Current employment
- McBeath Financial Group · Normal, IL
Landmark Wealth Management, Inc.
- Regulatory AUM
- $287,030,866
- Registered advisors
- 7
- Offices
- 1
- Clients per advisor
- 33.9 (Low)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 40.9% (Moderate)
Landmark Wealth Management, Inc.: advisors, services and reported ETF investments
About
David Zachary Brewer is a CFP® financial advisor at McBeath Financial Group, operating as Landmark Wealth Management, Inc. in Normal, IL. The latest record indicates 3 years of industry experience and 12 years of reported work history.
Landmark Wealth Management, Inc.'s firm-level Form ADV reports 7 advisors across 1 offices; approximately 33.9 clients per advisor, average assets per client of $1,211,101, and regulatory AUM of $287M; client categories including Individuals (non-HNW), High net worth individuals, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $267.8M across 37 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Zachary Brewer personally.
Reported ETF positions
Landmark Wealth Management reports 37 ETF positions worth $267.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $54.4M |
| IUSB — iShares Core Universal USD Bond ETF | $33.6M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $33.1M |
| SPY — SPDR S&P 500 ETF TRUST | $31M |
| SPEM — State Street SPDR Portfolio Emerging Markets ETF | $21.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Landmark Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VOO — Vanguard S&P 500 ETF | $54.4M | Top 99.1% | Peer conviction 69.7% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $54.4M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | IUSB — iShares Core Universal USD Bond ETF | $33.6M | Top 98.8% | Residual alpha +0.36% · Residual Sharpe 0.06 |
| Diversification Benefits | CERY — State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | $5.5M | Top 85.5% | Replicability (R²) 90.0% · Residual Sharpe 0.12 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Landmark Wealth Management, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
203 Landmark Drive, Normal, IL 61761
7 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 309-808-2224
- Website: vimeo.com/mcbeathfinancial
- Youtube
Official record
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