CRD: 325151
Lasting Mark Retirement Group LLC
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- Custodian
- Charles Schwab & Company ยท Voya Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2023
- Office Locations
- 7
Office Locations
About Lasting Mark Retirement Group LLC
Lasting Mark Retirement Group is an independent RIA focused on helping individuals nearing or in retirement build coordinated retirement strategies. The firm provides retirement income planning, wealth management, tax-efficient strategies, IRA/401(k) rollovers, and asset protection and legacy planning, and may use annuities and insurance alongside investments. Offers a 60-minute On-Track Retirement Review, hosts educational seminars, and charges a flat-rate fee for its retirement service suite.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN EDWARD ASKINS
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
CODY EDWARD ASKINS
Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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JOSHUA CLAYTON BURNS
Retirement Advisor
- CRD
- #5696835
Jason Robert Craig
--
- CRD
- #7876899
Showing 2 of 17 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,358,360 | -- |
| Non-Discretionary | $3,927,709 | -- |
| Total | $86,286,069 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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