Joe S. Selby

LASTING MARK RETIREMENT GROUP LLC

Jonesboro, AR 72401

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CRD#: 2950884

Professional summary

Joe Stephen Selby II, who also goes by Toby Joe Selby, Joe Stephen Selly III, Toby J Selby, is a registered financial advisor currently at LASTING MARK RETIREMENT GROUP LLC located in Jonesboro, Arkansas.

Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Joe has worked at 7 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Toby Joe Selby | Joe Stephen Selly Iii | Toby J Selby

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SELBY INSURANCE & FINANCIAL, INC. Investment related. FINANCIAL SERVICES/DBA. OWNER/PART OWNER. INSURANCE-HEALTH, PERSONAL LINES, COMMERCIAL LINES. Start 1/1/08. Business address: 712 Windover Rd, Suite A, JONESBORO, AR 72401.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Stephen Selby II's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2024 - Present

LASTING MARK RETIREMENT GROUP LLC

Office #1: 2216 Wilkins Avenue, Jonesboro, AR 72401

RIA

CRD#: 325151

Jonesboro, AR

Past

November 13, 2015 - October 31, 2024

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

Jonesboro, AR

Past

November 12, 2015 - October 31, 2024

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

Jonesboro, AR

Past

March 6, 2013 - November 13, 2015

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

JONESBORO, AR

Past

January 29, 2013 - November 13, 2015

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

JONESBORO, AR

Past

October 7, 2004 - July 7, 2008

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

JONESBORO, AR

Past

September 9, 2002 - February 7, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

JONESBORO, AR

Past

April 19, 2001 - March 14, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

September 3, 1999 - April 20, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(10/14/2025)

IAR

Missouri
(10/31/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/4/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/27/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/30/1999

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/1/1999

General Securities Representative Examination

Current Firm

LASTING MARK RETIREMENT GROUP LLC

IMPACT LEGACY RETIREMENT GROUP RIA, LLC | LASTING MARK RETIREMENT GROUP LLC | IMPACT LEGACY RETIREMENT GROUP, LLC

CRD#: 325151 / SEC#:

Arkansas

Registered Investment Advisory firm - (10/14/2025 Approved)

Idaho

Registered Investment Advisory firm - (3/27/2025 Approved)

Kansas

Registered Investment Advisory firm - (8/12/2024 Approved)

Mississippi

Registered Investment Advisory firm - (6/5/2024 Approved)

Missouri

Registered Investment Advisory firm - (2/28/2024 Approved)

Ohio

Registered Investment Advisory firm - (4/17/2024 Approved)

Texas

Registered Investment Advisory firm - (7/17/2025 Approved)

Wisconsin

Registered Investment Advisory firm - (6/12/2025 Approved)

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Contact information

Main Address

3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802

Mailing Address

Phone number

(844) 822-1370

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	389
AUM (Assets Under Management)	$ 32,884,245

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joe S. Selby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Stephen Selby II's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

EDWARD JONES

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2013

Series 66

Date: 9/27/1999

SIE

Date: 10/1/2018

Series 31

Date: 9/30/1999

Series 7

Date: 9/1/1999

Current Firm

LASTING MARK RETIREMENT GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LASTING MARK RETIREMENT GROUP LLC

TRUST BUT VERIFY

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