Advisor at Lasting Mark Retirement Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lasting Mark Retirement Group LLC
Location
Jonesboro, AR 72401
Credentials
Series 65, Series 66
Industry experience
26 years
Joe Selby is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.
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.
2216 Wilkins Avenue
Jonesboro, AR 72401
Arkansas · Missouri
Impact Legacy Retirement Group RIA, LLC
2024 - Present (2 years)
First Heartland Capital Inc
2015 - 2024 (9 years)
Selby Insurance & Financial, Inc
2008 - Present (18 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.
Series 63, Series 65, Series 66
Jonesboro, AR
Quraishi Wealth Management
Series 66
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Valic Financial Advisors
Series 66
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Valic Financial Advisors
Series 63
Jonesboro, AR
Benjamin F. Edwards & Company, Inc.
CFP®, Series 63, Series 65
Jonesboro, AR
Valic Financial Advisors
Series 63, Series 66
Jonesboro, AR
Stephens
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