DN
Daniel A. Nicolaescu
LASTING MARK RETIREMENT GROUP LLC
Ponte Vedra Beach, FL 32082
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CRD#: 6704550
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Professional summary
Daniel Aurelian Nicolaescu is a registered financial advisor currently at LASTING MARK RETIREMENT GROUP LLC located in Ponte Vedra Beach, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Freedom Wealth Services; Ponte Vedra Beach, FL; EVP/Managing Partner; Life Insurance and Annuities; Not Investment-Related; Start Date 05/2019; Approx. 80 hrs/month; 40 of which are during securities trading hours. I will be continuing to receive commission as a 1099 NEC from multiple insurance carriers that I do business with. I am working full time as the Managing Partner / Executive Vice President for Freedom Wealth Services where I am also a licensed Life, Health & Annuities Agent. I am a 1099 employee direct to each insurance carrier - I get paid commissions directly from the insurance carriers.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Aurelian Nicolaescu'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
August 11, 2025 - Present
LASTING MARK RETIREMENT GROUP LLC
Office #1: 822 North A1a Suite 310, Ponte Vedra Beach, FL 32082RIA
CRD#: 325151
Ponte Vedra Beach, FL
Past
June 21, 2022 - July 23, 2025
SIMPLICITY WEALTH
RIA
CRD#: 300572
Ponte Vedra Beach, FL
Past
August 16, 2021 - June 24, 2022
IAMS WEALTH MANAGEMENT, LLC
RIA
CRD#: 286085
Ponte Vedra Beach, FL
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
Missouri(8/11/2025)
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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Company Information
LASTING MARK RETIREMENT GROUP LLC
CRD#: 325151Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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