Unclaimed Profile

Donald Robert Scholz

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Series 6, Series 7, Series 22, Series 63Clean record32 years registeredTHE MARSHALL FINANCIAL GROUP, INC

33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 1400922Firm CRD# 110935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Robert Scholz · DOYLESTOWN, PA

Registration

CRD #1400922 · THE MARSHALL FINANCIAL GROUP, INC · 32 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Dec 2025 – present

THE MARSHALL FINANCIAL GROUP, INC

Feb 1994 – Dec 2025

DOYLESTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · February 23, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP, INC

CRD 110935 · SEC 801-62319

AUM

$779M

Regulatory assets under management

Employees

1,525 client accounts

Services offered by THE MARSHALL FINANCIAL GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE MARSHALL FINANCIAL GROUP, INC →

Introduction

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Frequently Asked Questions

What services does Donald Robert Scholz offer?

Donald Robert Scholz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Donald Robert Scholz's credentials?

Donald Robert Scholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Robert Scholz located?

Donald Robert Scholz is based in DOYLESTOWN, Pennsylvania, working with THE MARSHALL FINANCIAL GROUP, INC. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Donald Robert Scholz charge for services?

Donald Robert Scholz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MARSHALL FINANCIAL GROUP, INC?

THE MARSHALL FINANCIAL GROUP, INC has approximately 22 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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