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Mark G
CFP®, Series 66
Urbandale, IA
Strategic Wealth Solutions, LLC
Mark Gelbman is a CFP® with 23 years of industry experience and the principal advisor at Strategic Wealth Solutions, LLC. He previously worked at Kestra Advisory Services and Kestra Investment Services from 2020 to 2023, and held roles at Principal Securities Inc. and Principal Life Insurance Co. from 2011 to 2021. Outside of advising, Gelbman engages in consulting related to fixed insurance and annuity referrals, and acts as an agent for AIG/American General to sell single premium immediate annuities. Strategic Wealth Solutions provides wealth management, financial planning, investment management, and consulting services to individual clients as well as retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $15.3 million in assets, primarily serving individual (non–high-net-worth) clients, and uses a subadvisory relationship to implement customized portfolios with a combination of fundamental and technical analysis.
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