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Elizabeth Ann O'MAlley

Creative Planning

Doylestown, PA

Doylestown, PA

Overland Park, KS

CRD 7975507

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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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-01
  • PA RA
    APPROVED
    Since 2025-12-01

Branch Locations

Doylestown, PA • United States

33 W. Court Street, Doylestown, PA 18901 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Plymouth Meeting PA 09/2019 11/2020
Wells Fargo Plymouth Meeting PA 02/2011 09/2019
The Marshall Financial Group, Inc Doylestown PA 09/2022 11/2025
N/A Doylestown PA 11/2020 09/2022
Creative Planning, Llc Doylestown PA 12/2025 Present
  • 09/2019 → 11/2020
    Wells Fargo
    Plymouth Meeting, PA
  • 02/2011 → 09/2019
    Wells Fargo
    Plymouth Meeting, PA
  • 09/2022 → 11/2025
    The Marshall Financial Group, Inc
    Doylestown, PA
  • 11/2020 → 09/2022
    N/A
    Doylestown, PA
  • 12/2025 → Present
    Creative Planning, Llc
    Doylestown, PA
Previous Registrations
  • 2024-08-30 → 2025-12-10
    The Marshall Financial Group, Inc
    Doylestown, PA
    Doylestown, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

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