{
  "crd_number": 325151,
  "slug": "lasting-mark-retirement-group-llc-springfield-mo-325151",
  "primary_business_name": "LASTING MARK RETIREMENT GROUP LLC",
  "legal_name": "LASTING MARK RETIREMENT GROUP LLC",
  "dbas": [],
  "city": "Springfield",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "44180",
  "metro": {
    "cbsa_code": "44180",
    "common_name": "Springfield",
    "msa_name": "Springfield, MO",
    "path": "/advisors/mo/springfield"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-02-28",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 86286069.0,
  "raum_discretionary": 82358360.0,
  "raum_non_discretionary": 3927709.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 10,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 82358360.0,
      "count": 862
    },
    "high_net_worth_individuals": {
      "raum": 3927709.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "ID",
    "IL",
    "KS",
    "KY",
    "MO",
    "MS",
    "OH",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/yourlastingmark",
    "https://instagram.com/yourlastingmark",
    "https://lastingmarkretirement.com",
    "https://linkedin.com/company/lastingmark",
    "https://linkedin.com/in/patricktschmidt",
    "https://spreaker.com/organization/the-on-track-retirement-show--13557688",
    "https://youtube.com/@OnTrackRetirementShow"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325151",
  "city_as_filed": "SPRINGFIELD",
  "url": "https://advisorcensus.com/firm/lasting-mark-retirement-group-llc-springfield-mo-325151",
  "display_name": "Lasting Mark Retirement Group LLC",
  "summary": "Lasting Mark Retirement Group LLC is a state-registered investment advisory firm in Springfield, MO, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Lasting Mark Retirement Group LLC (CRD 325151): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Lasting Mark Retirement Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lasting Mark Retirement Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Lasting Mark Retirement Group LLC located?",
      "a": "Lasting Mark Retirement Group LLC's principal office is in Springfield, MO, according to its Form ADV."
    },
    {
      "q": "Is Lasting Mark Retirement Group LLC registered with the SEC or a state?",
      "a": "Lasting Mark Retirement Group LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 325151."
    },
    {
      "q": "How much does Lasting Mark Retirement Group LLC manage?",
      "a": "Lasting Mark Retirement Group LLC reports $86,286,069 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (95% discretionary)."
    },
    {
      "q": "What types of clients does Lasting Mark Retirement Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (862); high net worth individuals (2)."
    },
    {
      "q": "Does Lasting Mark Retirement Group LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325151"
    },
    {
      "q": "What changed in Lasting Mark Retirement Group LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 8 to 10. Registered or notice-filed in TN."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 10.",
        "Registered or notice-filed in TN."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lasting-mark-retirement-group-llc-springfield-mo-325151.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 862,
      "fewer_than_5": false,
      "raum": 82358360.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 3927709.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325151",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}