Donna Marie Behler

Employer firm

Post Oak Private Wealth Advisors CRD 159293

$391M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ESTATE PLANNING ASSISTANCE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → Present
  Ronald G Presswood, D.D.S.
  Houston, TX
• 06/2013 → Present
  Post Oak Private Wealth Advisors
  Houston, TX
• 01/2019 → Present
  Post Oak Private Wealth Advisors
  Houston, TX
• 07/1998 → 01/2019
  Donna Marie Behler, Sole Proprietor
  Houston, TX

Previous Registrations

• 2012-06-13 → 2013-06-14
  Fsc Securities Corporation
  Atlanta, GA
  Houston, TX
• 2011-03-07 → 2012-06-11
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Houston, TX
  Schulenburg, TX
• 2002-05-24 → 2011-02-11
  Qa3 Financial Llc
  Houston, TX
  Omaha, NE
• 2002-03-06 → 2004-09-16
  Tcg Advisors, Lp
  Austin, TX

Other Businesses

Post Oak Private Wealth Advisors; INVESTMENT RELATED; HOUSTON, TX; INSURANCE AGENT; 01/2019; Insurance Sales and Service

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-25

Other Names

• Donna Marie Divel
• Donna Marie Behler
• Donna Marie Behler
• Donna Marie Russell