CRD: 325151
Lasting Mark Retirement Group LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Voya Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2023
- Office Locations
- 9
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.4% is discretionary and 4.6% is non-discretionary.
The firm reports 10 advisory representatives and 864 clients, or 86.4 clients per representative. That equates to $99.9K in reported AUM per client.
The profile lists 9 reported office locations and 3 years in operation. The source data was last updated on September 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Lasting Mark Retirement Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Darren Lee Butler
--
- CRD
- #6379604
Showing 2 of 19 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
SMA allocation detail is available
Lasting Mark Retirement Group LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.