Mark Gelbman
Mark Gelbman is a CFP-designated registered investment advisor at Strategic Wealth Solutions, LLC, based in Urbandale, IA, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 75 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.60% |
| $750K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.85% |
AE Wealth Management retains 0.60% of the fee. Some Model Managers receive a fee between 0.10% and 0.55% in addition to the fee retained by AEWM. Fees are billed monthly in arrears.
Fee Estimator
Location
12130 Meredith Drive, Suite 210W, Urbandale, IA, 50322
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2022Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Mark has a BGA relationship with Advisors Excel, consulting and providing referrals to their Medicare Sales Team, and is a marketer for AIG/American General to sell Single Premium Immediate Annuities. These activities require minimal time.
Employment History
Current Registrations
Strategic Wealth Solutions, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Princor Financial Services CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.