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
Flowood, MS 39232
Credentials
Series 63, Series 65
Industry experience
12 years
Joshua Burns is a financial advisor at Lasting Mark Retirement Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Veritas Independent Partners, First Heartland Capital, Capstone Insurance and Financial Group, and Allstate Insurance. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients by providing combined portfolio management and financial planning through ongoing advisory relationships. The firm uses a long-term investment approach based on modern portfolio theory and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.
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.
4290 Lakeland Dr, Suite B
Flowood, MS 39232
Mississippi
Lasting Mark Retirement Group LLC
2025 - Present (1 year)
Veritas Independent Partners, LLC
2021 - 2023 (2 years)
First Heartland Capital Inc
2019 - 2021 (2 years)
Capstone Insurance and Financial Group
2019 - Present (7 years)
Allstate Insurance Co
2015 - 2019 (4 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 65
Jackson, MS
Eversight Wealth LLC
CFP®, CPA
Madison, MS
Elevated Retirement Financial Services
Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.
CFP®, CFA®, Series 63, Series 66
Madison, MS
Collaborative Advice
Series 63, Series 65
Madison, MS
FHZ Wealth Management, LLC
CFA®, Series 65
Clinton, MS
Wealth Management, LLC
CFA®, CFP®, CPA
Jackson, MS
Lefleur Financial
Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.
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