Mark Gehlbach has been Managing Member, President of True North Advisors since July 2000, is a control person of the firm and directly owns between 10% and 25% of it. Mark Gehlbach studied at Baylor University.
True North Advisors, LLC is a Dallas, TX firm with $5.42B under management, 1,068 clients and 31 advisers across 6 offices, as of its July 2026 filing.
Mark Gehlbach is President and Co-Founder of True North Advisors. He is responsible for the leadership of the firm's Managing Directors and oversees the Investment and Wealth Planning divisions. He is a voting member of True North's Investment Committee. Gehlbach began his career at the Salomon Smith Barney Consulting Group.
Mark Gehlbach’s longest registration was 15 years at True North Advisors, LLC (2001–2016). Before joining True North Advisors in 2017, Mark Gehlbach was registered through American Securities Group, Inc. and Lockwood Financial Services, Inc.
- True North Advisors, LLCCurrent– present · 9 yearsDallas, TX · Adviser representative · Firm CRD 116048
- American Securities Group, Inc.– · under a yearDallas, TX · Adviser representative · Firm CRD 43730
- Lockwood Financial Services, Inc– · 4 yearsDallas, TX · Adviser representative · Firm CRD 40655
Professional designations
Listed by True North Advisors
- CPWA®
Investment adviser representative registrations
Mark Gehlbach is registered as an investment adviser representative in Texas, since May 2017.
- TexasSince 9 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 16 August 2000 |
| Series 3 | National Commodity Futures Examination | 20 February 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 1997 |
| Series 7 | General Securities Representative Examination | 20 January 1997 |
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Hunter Gehlbach
- CRD
- 2833692
- Firm
- True North Advisors · CRD 116048
- Role
- Managing Member, President
- Office
- 3131 TURTLE CREEK, SUITE 1300, Dallas, TX 75219
- Registration
- Investment adviser registration
- In the industry since
- June 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truenorthadvisors.com
Where does Mark Gehlbach work?
Mark Gehlbach has been Managing Member, President of True North Advisors, LLC since July 2000, and is a control person of the firm.
Is Mark Gehlbach a financial advisor?
Yes. Mark Gehlbach has a current investment-adviser registration in Texas, through True North Advisors since May 2017.
How many years of experience does Mark Gehlbach have?
Mark Gehlbach has 27 years in the financial industry, since June 1999, across 3 adviser firms.
What exams has Mark Gehlbach passed?
Mark Gehlbach has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 3 and Series 24. The earliest, the Series 7, was passed in January 1997.
Where did Mark Gehlbach work before True North Advisors?
Before True North Advisors, Mark Gehlbach was registered through American Securities Group, Inc., May 2006 to November 2006; Lockwood Financial Services, Inc, February 1999 to July 2003.
Where is Mark Gehlbach based?
Mark Gehlbach’s registered office is in Dallas, TX.
Is Mark Gehlbach registered with FINRA?
No. Mark Gehlbach has no current broker registration.
How can I verify Mark Gehlbach’s record?
Search CRD 2833692 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Gehlbach’s full registration record.
