Lasting Mark Retirement Group LLC

Overview

Lasting Mark Retirement Group LLC is an independent registered investment adviser organized as a limited liability company. The firm serves individual and family clients and functions as a capital allocator—selecting and directing outside managers in addition to managing client portfolios directly. Its fee model combines a percentage-of-assets under management and fixed-fee arrangements. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. The adviser is state-registered in a number of jurisdictions (AR, ID, IL, KS, KY, MO, MS, OH, TN, TX, WI) and reports an owner structure that includes a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices