Patrick Thomas Schmidt

Employer firm

Lasting Mark Retirement Group LLC CRD 325151

$86.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 04/2022
  Golden Reserve Llc
  Dublin, OH
• 01/2023 → Present
  Lasting Mark Llc
  Louisville, KY
• 05/2022 → Present
  Northwest Bible Church
  Hilliard, OH
• 04/2023 → Present
  Lasting Mark Retirement Group Llc
  Louisville, KY

Previous Registrations

• 2016-05-12 → 2022-06-21
  Golden Reserve Retirement, Llc
  Dublin, OH
  Dublin, OH
• 2014-12-24 → 2016-04-15
  Global Financial Private Capital, Inc.
  Dublin, OH
  Sarasota, FL
  Chagrin Falls, OH
  Bellefontaine, OH

Other Businesses

Patrick Thomas Schmidt is a licensed insurance agent with Lasting Mark LLC. Investment related: Yes; 3253 E. Chestnut Expressway, Suite 320 Springfield, MO 65802; the nature of the other business: Group provides a variety of insurance products including Medicare Supplements, Life Insurance, Annuities, Health Insurance, and Property & Casualty Insurance; position, title, or relationship with the other business: Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC; January 1, 2023; 20 hours /month you devote to the other business; 12 hours devote to the other business during securities trading hours; Provide training and coaching to licensed agents as it relates to life insurance & annuities. Producer in licensed states for insurance products. Patrick Thomas Schmidt is the Executive Director for Northwest Bible Church in Hilliard, OH. It's a part-time role of 10 hours per week. He has no involvement in financial decisions. His part-time involvement is assisting the Pastoral team with leadership and organizational development.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-30

Other Names

• Pat Thomas Schmidt