# Lasting Mark Retirement Group LLC

> 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.

- CRD: 325151
- Filed as: LASTING MARK RETIREMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Springfield, MO
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325151
- AdvisorCensus page: https://advisorcensus.com/firm/lasting-mark-retirement-group-llc-springfield-mo-325151

## Quick answers

**How is Lasting Mark Retirement Group LLC compensated?**
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).

**Where is Lasting Mark Retirement Group LLC located?**
Lasting Mark Retirement Group LLC's principal office is in Springfield, MO, according to its Form ADV.

**Is Lasting Mark Retirement Group LLC registered with the SEC or a state?**
Lasting Mark Retirement Group LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 325151.

**How much does Lasting Mark Retirement Group LLC manage?**
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).

**What types of clients does Lasting Mark Retirement Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (862); high net worth individuals (2).

**Does Lasting Mark Retirement Group LLC report any disciplinary disclosures?**
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

**What changed in Lasting Mark Retirement Group LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 8 to 10. Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $86,286,069
- Discretionary: $82,358,360
- Non-discretionary: $3,927,709

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 862 | $82,358,360 |
| High net worth individuals | 2 | $3,927,709 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, ID, IL, KS, KY, MO, MS, OH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lastingmarkretirement.com
- spreaker.com/organization/the-on-track-retirement-show--13557688
- Facebook @yourlastingmark
- Instagram @yourlastingmark
- LinkedIn @lastingmark
- LinkedIn @patricktschmidt
- YouTube @OnTrackRetirementShow

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 8 to 10.
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lasting Mark Retirement Group LLC (CRD 325151): Form ADV filing data as of October 2026.