Mark Forbes

Managing Director, Oklahoma

Ph: 866.SRP.401K x717

As the Managing Director for Strategic Retirement Partners in Oklahoma, Mark has extensive experience in delivering process-driven solutions that aim to help protect employers from corporate and personal financial liability, while striving to provide plan participants a path to a successful retirement.

For over 25 years Mark has worked with retirement plan sponsors and plan participants with a passion to provide fiduciary guidance and sound investment guidance to position participants for long-term retirement success.

Mark’s career started with Principal Financial Group in Des Moines with stops in Chicago, Atlanta and Tulsa. After 13 years with Principal, he accepted a Retirement Consultant position with a regional advisory firm and then in 2004, Mark founded Forbes Financial Group. In 2016, he entered into a partnership with SRP.

Mark earned his BBA from Drake University, Des Moines, IA. He holds the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 66 (Uniform Combined State Law Examination) and is an Investment Advisor Representative with Global Retirement Partners and a Registered Representative with LPL Financial.*

Mark holds the C(k)P designation, Certified 401(k) Professional, from The Retirement Advisor University at UCLA Anderson School of Management Executive Education, in Los Angeles.

Mark’s wife works as a Group Benefits Consultant and they have 2 children. He is actively involved in coaching youth sports teams. When he finds free time he enjoys playing golf, biking, spending time with his family and following his favorite sports teams. Mark served on the on the Board of Directors at the Oklahoma Aquarium from 2008-2013.

*Series 7 and 63 registrations held through LPL Financial. Series 66 held through LPL Financial and Global Retirement Partners.

BrokerCheck by FINRA

What do you miss from your childhood?

Being able to ride my bike all over town.

Where is your dream vacation spot?

Pink Sands - Harbour Island, Bahamas

What is your favorite quote?

“Those who stay will be champions” -Bo Schembechler