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Alan Marshall Eichner

Eichner Investment Planning, LLC

Cincinnati, OH

CRD 3101840

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Employer firm

Eichner Investment Planning, LLC CRD 128215

$692M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Eichner Investment Planning, Llc

4030 Smith Road Suite 200, Cincinnati, OH 45209 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-02-20
  • OH RA
    APPROVED
    Since 2020-02-20

Branch Locations

4030 Smith Road Suite 200, Cincinnati, OH 45209 • 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
Eichner Investment Planning, Llc Cincinnati OH 11/2010 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-22
  • S65 Uniform Investment Adviser Law Examination
    1999-01-22
Other Names
  • Alan Eichner

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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