Paula Cooper Nangle

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2009 → 11/2025
  The Marshall Financial Group, Inc.
  Doylestown, PA
• 11/2016 → 11/2025
  The Marshall Financial Group, Inc
  Doylestown, PA
• 01/2018 → 01/2019
  The Marshall Financial Group, Inc
  Doylestown, PA
• 01/2020 → 11/2025
  The Marshall Financial Group, Inc.
  Doylestown, PA
• 12/2025 → Present
  Creative Planning, Lllc
  Doylestown, PA

Previous Registrations

• 2009-12-11 → 2025-12-10
  The Marshall Financial Group, Inc
  Doylestown, PA
• 2007-04-27 → 2009-08-31
  Prometheus Capital Management Corp.
  Yardley, PA

Other Businesses

Sun Dog Yoga; Not investment-related; State Street, Doylestown, PA; Yoga studio that offers classes; Instructor; Start 12/1/2025; 2 hours / month; 0 hours / month during securities trading hours; Yoga instructor

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-26

Designations

• Certified Financial Planner

Other Names

• Paula L. Cooper
• Paula Leslie Cooper
• Paula C Nangle
• Paula Cooper Nangle
• Paula C. Nangle