Lasting Mark Retirement Group Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 325151
· Springfield, MO
· lastingmarkretirement.com
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ADV data as of Jun 18, 2026
- Regulatory AUM
- $86.3M
- Discretionary
- $82.4M
- Clients
- 864
- Avg AUM / client
- $99.9K
- Accounts
- 864
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 862 | $82.4M | 95.4% |
| High net worth individuals | 2 | $3.9M | 4.55% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Thomas Schmidt | Registered representative | Feb 2024 (2y) | ||
| Joe Stephen Selby | Registered representative | Oct 2024 (2y) | ||
| Jason Robert Craig | Registered representative | Apr 2025 (1y) | ||
| Joshua Clayton Burns | Registered representative | Jul 2025 (1y) | ||
| Daniel Aurelian Nicolaescu | Registered representative | Aug 2025 (1y) | ||
| Jarrod Paul Null | Registered representative | CFP | Feb 2026 (1y) | |
| Samuel Angelo Russo | Registered representative | Feb 2026 (0y) | ||
| Hunter Neil Savage | Registered representative | Apr 2026 (0y) |
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) | 06/18/2026 | 1.1 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $86.3M (100% of AUM) Jun 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: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗