A complete list of active advisors currently associated with Lasting Mark Retirement Group LLC
Warmer can help you find a great advisor at Lasting Mark Retirement Group LLC or one who fits your needs even better.
Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm combines investment oversight with retirement, tax, estate and long‑term care planning and also offers selection of third‑party advisers and insurance‑related solutions through affiliated activity. LMRG documents client goals and risk tolerance in an Investment Policy Statement and applies modern portfolio theory and a long‑term trading approach across both discretionary and non‑discretionary accounts. Rather than relying primarily on percentage‑of‑AUM billing common among peers, the firm typically uses fixed annual planning packages that bundle ongoing financial planning work with portfolio monitoring and client reporting (including MoneyGuidePro or comparable planning reports). Compared with many other team firms, Lasting Mark maintains an uncommon multi‑office footprint and conducts periodic public retirement seminars and workshops aimed at clients and community members. The firm, formed in 2023, now manages roughly $75 million for about 229 client households, may direct clients to third‑party advisers such as AE Wealth, and uses institutional custody arrangements for client accounts.
To learn more about the advisors currently working at Lasting Mark Retirement Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Flowood, MS
| 12
| |
Springfield, MO
| 1
| |
Springfield, MO
| 4
| |
Nacogdoches, TX
| 13
| |
Dublin, OH
| —
| |
Springfield, MO
| —
| |
Springfield, MO
| 9
| |
Jonesboro, AR
| 26
|
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