LASTING MARK RETIREMENT GROUP LLC

LASTING MARK RETIREMENT GROUP LLC of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 325151). Regulatory assets under management: $86.3M.

Registration

• CRD: 325151
• Type: Registered investment adviser
• Location: 3253 E. CHESTNUT EXPRESSWAY, SPRINGFIELD, MO, 65802
• Phone: 844-822-1370
• Latest filing: 2026-06-18
• Regulatory AUM: $86.3M
• Discretionary AUM: $82.4M
• Non-discretionary AUM: $3.9M
• Clients: 8
• Accounts: 864

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325151 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search