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SR

Samuel A. Russo

LASTING MARK RETIREMENT GROUP
Dublin, OH 43017
CRD#: 8225899
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SR
Samuel Angelo RussoLASTING MARK RETIREMENT GROUP

Professional summary

Samuel Angelo Russo, who also goes by Sam Russo, is a registered financial advisor currently at LASTING MARK RETIREMENT GROUP LLC located in Dublin, Ohio.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Samuel has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Sam Russo

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Angelo Russo'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

February 26, 2026 - Present

LASTING MARK RETIREMENT GROUP LLC

Office #1: 5200 Upper Metro Place Suite 110, Dublin, OH 43017
RIA
CRD#: 325151
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
Ohio
(2/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/12/2026
Uniform Investment Adviser Law Examination

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)
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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
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts389
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.

Company Information

LASTING MARK RETIREMENT GROUP LLC

CRD#: 325151Dublin, OH 43017

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