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Lasting Mark Retirement Group LLC CRD 325151
$86.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-26 |
Branch Locations
5200 Upper Metro Place Suite 110, Dublin, OH 43017 • United States
3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Butler University | Indianapolis | IN | 01/2016 | 06/2020 |
| Crowe, Llp | Columbus | OH | 08/2020 | 11/2021 |
| Steiner & Associates | Columbus | OH | 11/2021 | 07/2022 |
| White Oak Partners | Columbus | OH | 07/2022 | 05/2025 |
| The Siegfried Group | Columbus | OH | 07/2025 | 11/2025 |
| Lasting Mark Retirement Group Llc | Columbus | OH | 12/2025 | Present |
| Lasting Mark Retirement Group Llc | Dublin | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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