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Donald Joseph Schoen

Creative Planning

Centreville, VA

Overland Park, KS

Mclean, VA

CRD 7520994

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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
VA RA APPROVED 2022-03-16
  • VA RA
    APPROVED
    Since 2022-03-16

Branch Locations

Centreville, VA • United States

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

8444 Westpark Drive Suite 610, Mclean, VA 22102 • 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
Creative Planning, Llc Mclean VA 04/2021 Present
Sullivan, Bruyette, Speros And Blayney Llc Mclean VA 07/2020 04/2021
Virginia Polytechnic Institute And State University Blacksburg VA 06/2016 07/2020
  • 04/2021 → Present
    Creative Planning, Llc
    Mclean, VA
  • 07/2020 → 04/2021
    Sullivan, Bruyette, Speros And Blayney Llc
    Mclean, VA
  • 06/2016 → 07/2020
    Virginia Polytechnic Institute And State University
    Blacksburg, VA
Designations
  • Certified Financial Planner
Other Names
  • Donald Joseph Schoen Iii

View on SEC IAPD

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