Mark H. Gehlbach

TRUE NORTH ADVISORS | Co-founder and President

Dallas, TX 75219

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CRD#: 2833692

Professional summary

Mark Hunter Gehlbach MR, CPWA®, who also goes by Mark Hunter Gehlbach, Mark Gehlbach, is a registered financial advisor currently at TRUE NORTH ADVISORS, LLC located in Dallas, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 4 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Financial planning

Trust & estate planning

Philanthropic services

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Mark Hunter Gehlbach | Mark Gehlbach

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 Mark Hunter Gehlbach MR's CRS (Customer Relationship Summary).

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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2008-04-23

Expire date: 2024-03-31

Experience

Current

May 9, 2017 - Present

TRUE NORTH ADVISORS, LLC

Office #1: 3131 Turtle Creek Suite 1300, Dallas, TX 75219

RIA

CRD#: 116048

Dallas, TX

Past

May 26, 2006 - November 1, 2006

AMERICAN SECURITIES GROUP, INC.

RIA

CRD#: 43730

DALLAS, TX

Past

June 26, 2003 - October 8, 2007

AMERICAN SECURITIES GROUP, INC.

CRD#: 43730

DALLAS, TX

Past

November 16, 2001 - December 31, 2016

TRUE NORTH ADVISORS, LLC

RIA

CRD#: 116048

DALLAS, TX

Past

February 18, 1999 - July 8, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

RIA

CRD#: 40655

DALLAS, TX

Past

February 16, 1999 - July 8, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

January 21, 1997 - December 2, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUE NORTH ADVISORS, LLC

CRD#: 116048 / SEC#: 801-66250

RIA

Registered Investment Advisory firm - (2/21/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(5/9/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/6/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 2/20/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/20/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/16/2000

General Securities Principal Examination

Current Firm

TRUE NORTH ADVISORS, LLC

CRD#: 116048 / SEC#: 801-66250

RIA

Registered Investment Advisory firm - (2/21/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 Terminated)

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Contact information

Main Address

3131 Turtle Creek Suite 1300, Dallas, TX 75219

Mailing Address

Phone number

(214) 360-7300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUE NORTH ADVISORS, LLC DISCLOSURE BROCHURE (9/24/2025)

Regulatory assets under management

Total Number of Accounts	4,317
AUM (Assets Under Management)	$ 4,478,245,158

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/28/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Mark H. Gehlbach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Hunter Gehlbach MR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN SECURITIES GROUP, INC.

AMERICAN SECURITIES GROUP, INC.

TRUE NORTH ADVISORS, LLC

LOCKWOOD FINANCIAL SERVICES, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

TRUE NORTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/1997

Series 63

Date: 1/24/1997

Series 3

Date: 2/20/1997

Series 7

Date: 1/20/1997

Series 24

Date: 8/16/2000

Current Firm

TRUE NORTH ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUE NORTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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