Advisor at Lasting Mark Retirement Group LLC
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Firm
Lasting Mark Retirement Group LLC
Location
Springfield, MO 65802
Credentials
Series 65
Industry experience
1 year
Jason Craig is a financial advisor at Lasting Mark Retirement Group LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Epic Systems and his own firm, Craig Agency, LLC. In addition to his advisory role, he works as an independent agent selling life insurance and annuities. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients by combining portfolio management with financial planning, using a long-term investment approach based on modern portfolio theory. The firm offers both discretionary and non-discretionary management and provides fixed annual planning packages rather than traditional percentage-of-assets billing.
Based on Lasting Mark Retirement Group LLC
Based on Lasting Mark Retirement Group LLC
Fixed yearly fees for planning packages ranging from $500 to $15,000 depending on package level and assets under management.
$0 - $100,000: $100,001 - $300,000: $300,001 - $500,000: $500,001 - $1,500,000: $1,500,001+: $5,000 - $499,999: 1.15% $500,000 - $999,999: 0.90% $1,000,000+: 0.65%
Fee-only: Negotiated fixed fees between $500 and $15,000 annually for portfolio management and financial planning combined, based on asset levels and complexity.
3253 E. Chestnut Expressway, Suite 320
Springfield, MO 65802
Missouri
Lasting Mark Retirement Group LLC
2025 - Present (1 year)
Craig Agency, LLC
2019 - Present (7 years)
Epic Systems
2004 - 2019 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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