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DB

Donna M. Behler

POST OAK PRIVATE WEALTH ADVISORS
Houston, TX 77002
Some features on this profile are disabled
CRD#: 2770361
DB

Professional summary

Donna Marie Behler, who also goes by Donna Marie Divel, Donna Marie Russell, is a registered financial advisor currently at POST OAK PRIVATE WEALTH ADVISORS located in Houston, Texas.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Donna has worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donna Marie Divel | Donna Marie Russell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Behler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 18, 2013 - Present

POST OAK PRIVATE WEALTH ADVISORS

Office #1: 1200 Smith Street Suite 610, Houston, TX 77002
RIA
CRD#: 159293
Houston, TX
Past

June 13, 2012 - June 14, 2013

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
HOUSTON, TX
Past

June 4, 2012 - June 14, 2013

FSC SECURITIES CORPORATION

BD
CRD#: 7461
HOUSTON, TX
Past

March 7, 2011 - June 11, 2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
HOUSTON, TX
Past

February 24, 2011 - June 11, 2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
HOUSTON, TX
Past

May 24, 2002 - February 11, 2011

QA3 FINANCIAL LLC

RIA
CRD#: 104957
HOUSTON, TX
Past

March 6, 2002 - September 16, 2004

TCG ADVISORS, LP

RIA
CRD#: 112685
AUSTIN, TX
Past

March 6, 2002 - February 11, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
HOUSTON, TX
Past

November 30, 1998 - March 4, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

July 29, 1996 - November 30, 1998

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PO
POST OAK PRIVATE WEALTH ADVISORS
DBA MFA CAPITAL ADVISORS | TEXAS INVESTMENT MANAGEMENT, LLC D/B/A MFA CAPITAL ADVISORS | TEXAS INVESTMENT MANAGEMENT | RMW ADVISORS, LLC | POST OAK PRIVATE WEALTH ADVISORS | MFA CAPITAL ADVISORS

CRD#: 159293 / SEC#: 801-117111

RIA
Registered Investment Advisory firm - (7/6/2019 Approved)
Texas
Registered Investment Advisory firm - (8/20/2019 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/9/2019)
IAR
Texas
(6/18/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 7/25/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/13/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/25/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PO
POST OAK PRIVATE WEALTH ADVISORS
DBA MFA CAPITAL ADVISORS | TEXAS INVESTMENT MANAGEMENT, LLC D/B/A MFA CAPITAL ADVISORS | TEXAS INVESTMENT MANAGEMENT | RMW ADVISORS, LLC | POST OAK PRIVATE WEALTH ADVISORS | MFA CAPITAL ADVISORS

CRD#: 159293 / SEC#: 801-117111

RIA
Registered Investment Advisory firm - (7/6/2019 Approved)
Texas
Registered Investment Advisory firm - (8/20/2019 Terminated)
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Contact information

Main Address
1200 Smith Street Suite 610, Houston, TX 77002
Mailing Address
Phone number
(281) 580-2100
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/16/2026)

Regulatory assets under management

Total Number of Accounts782
AUM (Assets Under Management)$ 390,930,642

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

POST OAK PRIVATE WEALTH ADVISORS

CRD#: 159293Houston, TX 77002

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Contact information

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