PS
Patrick T. Schmidt
LASTING MARK RETIREMENT GROUP LLC
Dublin, OH 43017
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CRD#: 6432329
PS
Professional summary
Patrick Thomas Schmidt, who also goes by Pat Thomas Schmidt, is a registered financial advisor currently at LASTING MARK RETIREMENT GROUP LLC located in Dublin, Ohio.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patrick has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pat Thomas Schmidt
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.
Patrick Thomas Schmidt is a licensed insurance agent with Lasting Mark LLC. Investment related: Yes; 3506 S. Culpepper Circle, Suite A Springfield, MO 65804; the nature of the other business: Group provides a variety of insurance products including Medicare Supplements, Life Insurance, Annuities, Health Insurance, and Property & Casualty Insurance; position, title, or relationship with the other business: Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC. Approximately forty hours a week are spent on this outside business activity. January 1, 2023; 20 hours /month you devote to the other business; 12 hours devote to the other business during securities trading hours; Provide training and coaching to licensed agents as it relates to life insurance & annuities. Producer in licensed states for insurance products. Patrick Thomas Schmidt is the Executive Director for Northwest Bible Church in Hilliard, OH. It's a part-time role of 10 hours per week. He has no involvement in financial decisions. His part-time involvement is assisting the Pastoral team with leadership and organizational development.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Thomas Schmidt'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®
NoneExperience
Current
February 28, 2024 - Present
LASTING MARK RETIREMENT GROUP LLC
Office #1: 5200 Upper Metro Place Suite 220, Dublin, OH 43017Office #2: 2020 High Wickham Place Suite 101, Louisville, KY 40245Office #3: 3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802RIA
CRD#: 325151
Dublin, OH
Past
May 12, 2016 - June 21, 2022
GOLDEN RESERVE RETIREMENT, LLC
RIA
CRD#: 283588
Dublin, OH
Past
December 24, 2014 - April 15, 2016
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
DUBLIN, OH
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
Idaho(3/27/2025)
IAR
Kansas(8/12/2024)
IAR
Mississippi(6/6/2024)
IAR
Missouri(2/28/2024)
IAR
Ohio(4/17/2024)
IAR
Texas(7/17/2025)
IAR
Wisconsin(6/12/2025)
Current Firm
LM
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)Upgrade to AdvisorCheck Premium
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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
5
Regulatory assets under management
| Total Number of Accounts | 389 |
| AUM (Assets Under Management) | $ 32,884,245 |
Red Flags
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