Assured Retirement Financial Group, Inc.
- Regulatory AUM
- $241M
- Discretionary
- $241M
- Clients
- 541
- Avg AUM / client
- $445K
- Accounts
- 526
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 382 | $96.9M | 40.2% |
| High net worth individuals | 159 | $144M | 59.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vincent Lombardi Oldre | President/Cco | CFP | Apr 2015 (11y) | 75% or more |
| Jacqueline Ann Nelson La Mott | Registered representative | Feb 2020 (6y) | ||
| Michael Stendahl | Registered representative | Apr 2021 (5y) | ||
| Martin Charles O'shaughnessy | Registered representative | CFP | Feb 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $155M (64% of AUM) Mar 2026
- Charles Schwab & Co. $49.3M (20% of AUM) Mar 2026
- Truist Financial Corp $37.1M (15% of AUM) Mar 2026
- Altruist Financial $37.1M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗