Springfield, MO logo

Springfield, MO Office

Team
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Lasting Mark Retirement Group LLC logo

Lasting Mark Retirement Group LLC

Team

Firm-wide stats for Lasting Mark Retirement Group LLC

Total advisors

12

Across 7 offices

Clients per advisor

41 Low

Avg AUM per client

$218,680 Very Low

HNW client ratio

4% Very Low

About

Lasting Mark Retirement Group LLC serves individual and high‑net‑worth clients, with a focus on those in or nearing retirement, providing ongoing portfolio management and integrated financial planning that includes written investment policy statements and regular plan updates. The firm operates as a team of about a dozen advisers and manages roughly $109 million for nearly 500 client households across multiple offices.

The firm builds client‑specific investment policy statements and applies modern portfolio theory, strategic asset allocation, and periodic rebalancing, offering both discretionary and non‑discretionary management and producing financial planning analyses using tools such as MoneyGuide Pro. Recommendations are tailored to each client’s goals, time horizon, and risk tolerance, and the adviser will, where appropriate, direct clients to third‑party investment advisers or managers.

Compared with many peers, Lasting Mark’s multi‑office footprint and its provision of periodic, no‑fee public retirement seminars and workshops at community venues are operational features that extend outreach beyond standard one‑on‑one advising. The firm also combines in‑house planning with the option to use external advisers and discloses that some supervised persons are licensed to sell insurance, a dual role the firm monitors for conflicts of interest.

Based on Lasting Mark Retirement Group LLC

Expertise

Retirement income strategy Income planning Medicare planning General estate planning guidance

Based on Lasting Mark Retirement Group LLC

Demographic focus

Approaching retirement

Based on Lasting Mark Retirement Group LLC

Location

3253 E. Chestnut Expressway, Suite 320

Springfield MO 65802

Advisors at this office

6

Advisors at this office

user avatar

Gabriel C

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Gabriel Cordova is an advisor at Lasting Mark Retirement Group LLC with a Series 65 designation and one year of industry experience. He has previously been affiliated with LifeMark Advisors since 2012. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning through a team of about a dozen advisers. The firm employs modern portfolio theory and strategic asset allocation, tailoring recommendations to clients’ goals, time horizons, and risk tolerances.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar

Daniel N

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Daniel Nicolaescu is a Series 65-credentialed advisor with five years of industry experience, currently serving at Lasting Mark Retirement Group LLC. He has prior experience at Simplicity Wealth, IAMS Wealth Management, New York Life Insurance Co., and has been an executive partner at Freedom Wealth Services since 2019, where he works as a licensed Life, Health, and Annuities Agent. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, providing portfolio management and integrated financial planning through a team of about a dozen advisers. The firm utilizes modern portfolio theory and strategic asset allocation, offering discretionary and non-discretionary management along with community education through public retirement seminars.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar

Hunter S

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Hunter Savage is a financial advisor at Lasting Mark Retirement Group LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Teton Retirement Advisors and PBG Advisors, as well as work with Brigham Young University – Idaho and municipal roles in Fruita, Colorado. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering portfolio management and integrated financial planning through a team of about twelve advisors. The firm emphasizes client-specific investment policy statements, modern portfolio theory, and strategic asset allocation across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar

Patrick S

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Patrick Schmidt is a Series 65-licensed financial advisor with Lasting Mark Retirement Group LLC, based in Springfield, MO. He has ten years of industry experience, including a decade at Golden Reserve LLC. Outside of his advisory role, Schmidt serves as the Executive Director for Northwest Bible Church, where he supports leadership and organizational development in a part-time capacity. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisors across multiple offices and emphasizes client-specific investment policies and asset allocation strategies tailored to individual goals and risk tolerance.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar

Hunter P

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Hunter Powell is a financial advisor with Lasting Mark Retirement Group LLC in Springfield, MO. He holds the Series 65 designation and has been with the firm since 2026. Powell has prior experience at Senior Benefits Plus LLC and Missouri State University. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering portfolio management and integrated financial planning. The firm provides tailored investment policy statements and uses modern portfolio theory and strategic asset allocation to manage assets for nearly 500 client households.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
user avatar

Jason C

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Jason Craig is a Series 65-registered advisor with one year of experience at Lasting Mark Retirement Group LLC. He has prior work history at Craig Agency, LLC and Epic Systems. He is also an independent agent selling life insurance and annuities for multiple carriers. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning supported by written investment policy statements and regular updates. The firm operates as a team of about a dozen advisors, managing approximately $109 million for nearly 500 client households across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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