Lasting Mark Retirement Group LLC
Firm details
- Headquarters
- Springfield, Missouri
- CRD number
- 325151
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals95.45%
- HNWI4.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lasting Mark Retirement Group LLC is an independent RIA organized as a limited liability company that serves individual and family clients. The firm operates as a capital allocator and combines portfolio management with financial planning, selection of other advisers, and educational workshops. Its fee model includes both percentage-of-AUM fees and fixed fees. The firm reports an affiliation with an insurance company and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds41%
- Exchange Traded Equities33%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds6%
Owners & executives
1 of 1Brian Askins
Chief Executive OfficerCRD 3130416
Contacts
3 of 16
Patrick Schmidt
Managing PartnerCRD 6432329
Tyler James
Vice President and Managing PartnerCRD 7733090
Roger Short
Managing PartnerCRD 7733080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, MO
Greene
Location
Springfield, MO
Headquartered in Springfield, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Greene
- Address
- 3253 E Chestnut Expy
- Time zone
- CT (UTC-6)
- Office locations
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