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Mark Hunter Gehlbach

True North Advisors, LLC

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About Mark Hunter Gehlbach

Mark Hunter Gehlbach is an Investment Advisor Representative with True North Advisors, LLC. Mark has been in the industry since 1997. Mark is registered to provide investment advisory services in Texas. Mark holds Series 3, 7, 24, 63, and 65 licenses. Mark's previous experience includes working at AMERICAN SECURITIES GROUP, INC., LOCKWOOD FINANCIAL SERVICES, INC. and SALOMON SMITH BARNEY INC..

Firm Information

Mark Gehlbach is currently registered with True North Advisors, LLC. True North Advisors, LLC is an investment advisor based in Dallas, Texas. The firm manages over $3 billion in assets for individuals, families, charitable organizations, and pooled investment vehicles. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management. The firm also has a podcast, "Decision Points," where they discuss a variety of investment and financial planning topics.
True North Advisors, LLC

3131 TURTLE CREEK

DALLAS, TX 75219

$3.34B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mark Gehlbach’s Registration & Firm History

TX

05/09/2017 - Present

True North Advisors, LLC (DALLAS TX)

TX

06/26/2003 - 10/08/2007

AMERICAN SECURITIES GROUP, INC. (DALLAS TX)

PA

02/16/1999 - 07/08/2003

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

NY

01/21/1997 - 12/02/1998

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/06/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2000

Series 24 - General Securities Principal Examination

BC

Issued 02/20/1997

Series 3 - National Commodity Futures Examination

BC

Issued 01/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Hunter Gehlbach.
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