Daniel Nicolaescu
Daniel Nicolaescu is a registered investment advisor at Lasting Mark Retirement Group LLC, based in Springfield, MO, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 222 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lasting Mark Retirement Group provides both portfolio management and financial planning services for one fixed annual fee, which is based on the total value of all household accounts managed by the firm. The annual fee ranges from $500 to $15,000, depending on the level of service and the amount of assets managed.
Location
3253 E. Chestnut Expressway, Suite 320, Springfield, MO, 65802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an EVP/Managing Partner at Freedom Wealth Services, where he sells life insurance and annuities. This takes about half of his time, with a portion occurring during securities trading hours, and he receives commissions from multiple insurance carriers.
Employment History
Current Registrations
Lasting Mark Retirement Group LLC
Previous Registrations
Simplicity Wealth
Iams Wealth Management, LLC
State Registrations1 state
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