Donald Robert Scholz

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

• 02/1994 → 01/2019
  The Marshall Financial Group, Inc.
  Doylestown, PA
• 01/2019 → 11/2025
  The Marshall Financial Group, Inc
  Doylestown, PA
• 12/2025 → Present
  Creative Planning, Llc
  Doylestown, PA

Previous Registrations

• 1994-02-23 → 2025-12-10
  The Marshall Financial Group, Inc
  Doylestown, PA
  Doylestown, PA

Other Businesses

Seasonal rental real estate. Investment related. 1410 Central Ave Ocean City, New Jersey. Rental property in Ocean City NJ. Co-owner/landlord with spouse. 5 hours per month in season (May-September). O hours during securities trading hours. Realtors hired to help manage the business. Spouse handles all work needed on the property and communication with the local realtors.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-10-04

Designations

• Certified Financial Planner