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LASTING MARK RETIREMENT GROUP LLC
CRD 325151
3253 E. CHESTNUT EXPRESSWAY, SUITE 320, SPRINGFIELD, MO, 65802, United States
Phone
844-822-1370
Fax
502-915-8219
Registration
— (—)
Source
State registered
Total AUM
$86.3M
Discretionary AUM
$82.4M
Team
8 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 862 | $82.4M |
| High net worth individuals | 2 | $3.9M |
All web addresses on file
- https://www.spreaker.com/organization/the-on-track-retirement-show--13557688
- https://www.youtube.com/@OnTrackRetirementShow
- https://www.linkedin.com/in/patricktschmidt/
- https://lastingmarkretirement.com
- https://www.instagram.com/yourlastingmark
- https://www.facebook.com/yourlastingmark
- https://www.linkedin.com/company/lastingmark
Official SEC filing: View on IAPD