Donna Marie Gruber

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2009 → 07/2021
  Waddell & Reed, Inc.
  Edmond, OK
• 02/2009 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Oklahoma City, OK
• 11/2009 → 07/2021
  Arthur Gallagher
  Edmond, OK
• 05/2019 → 07/2021
  Providence Financial Group Llc
  Edmond, OK
• 03/2021 → 07/2021
  Stardust Properties, Llc
  Oklahoma City, OK
• 02/2021 → 07/2021
  Pdk Partner Properties, Llc
  Edmond, OK
• 07/2021 → Present
  Lpl Financial Llc
  Edmond, OK

Previous Registrations

• 2009-05-19 → 2021-07-21
  Waddell & Reed
  Edmond, OK
  Edmond, OK

Other Businesses

1)08/16/2021 - PDK Partner Properties, LLC - Business Entity For Tax/Investment Purposes Only - Co-Owner. LLC will hold rental property - Non-Inv Rel - At Reported Business Location(s) - Start:003/2021 2)08/16/2021 - Non-Variable Insurance - Producer. AJG used for a few group health plans for existing clients - Inv Rel - At Reported Business Location(s) - Start: 2010 3)08/16/2021 - Providence Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2019 4)08/16/2021 - Stardust Properties, LLC - Business Entity For Tax/Investment Purposes Only - Owner - Non-Inv Rel - At Reported Business Location(s) - Start: 03/2021 5) 09/19/2025- Wieshofer & Co LLC- Other - Family chandelier company- Not INV Related- At Punta Gorda, - 20 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2009-05-18

Other Names

• Donna Marie Mares
• Donna Marie Jenkins
• Donna Garland
• Donna Marie Garland