Donald Brent Portell

Current Employers

Employment History

• 01/2012 → 10/2021
  Portell Financial Services
  Highland, IL
• 01/2012 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 10/2021 → Present
  Dbp Wealth Advisory Group, Llc
  Highland, IL

Previous Registrations

• 2005-07-01 → 2012-02-21
  Kestra Investment Services, Llc
  Savannah, GA
  Highland, IL
• 1998-04-11 → 2005-12-31
  Spectrum Financial Inc
  Highland, IL
• 1998-08-31 → 2005-08-09
  M Financial Services, Inc.
  Highland, IL
• 1997-09-17 → 2003-06-17
  Osaic Wealth, Inc.
  Highland, IL

Other Businesses

1. 3BR, LLC; 1210 Washington Street, Highland, IL 62249; 04/2005; Managing Member; Entity for holding personal passive investments; Investment Related; 1 hour/month; 1 hour/month during business hours; Passive Income. 2. Highland Country Club; 13403 Country Club Road, Highland, IL 62249; 09/01/2017; Board of Directors; Provide oversight, management and organization of club activities; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No Compensation. 3. DBP Wealth Advisory Group, LLC; 1007 Broadway, Highland, IL 62249; 12/14/2020; Principal; Advisory services for insurance and investment purposes; Investment Related; 200 hours/month; 200 hours/month; Ownership, Profits, Commissions, Wages/Salary/Tips.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1991-08-20

Designations