Mark GelbmanCRD Number: 4533497
Current Firm: Principal Securities, Inc.
Mark Gelbman (CRD# 4533497) is an Investment Advisor Representative working at Principal Securities, Inc. in West Des Moines, IA and has over 15 years of experience in the finance industry. Mark Gelbman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|Principal Life Ins Co||West Des Moines, IA||Oct 2011 - Current||6|
|Princor Financial Services Corp||West Des Moines, IA||Oct 2011 - Current||6|
|Strategic Wealth Solutions LLC||West Des Moines, IA||Oct 2011 - Current||6|
|Lpl Financial||West Des Moines, IA||Aug 2011 - Sep 2011||< 1|
|Ed Mc Gill||Des Moines, IA||Apr 2009 - Sep 2011||2|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Apr 2010 - Aug 2011||1|
|Northwestern Mutual Investment Services LLC||Des Moines, IA||Apr 2009 - Aug 2011||2|
|Vsr Financial Services, Inc.||Overland Park, KS||Jul 2008 - Feb 2009||< 1|
|Vsr Advisory Services||Overland Park, KS||Jul 2008 - Feb 2009||< 1|
|Gilbert & Cook||Des Moines, IA||Jul 2008 - Feb 2009||< 1|
|Ameriprise Financial Services, Inc.||Boone, IA||Dec 2007 - Jul 2008||< 1|
|David Jesse||Boone, IA||Sep 2003 - Jul 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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