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RIA / WealthAdvisor27 years in industry

ALAN MARSHALL EICHNER

Advisor at EICHNER INVESTMENT PLANNING, LLC

CINCINNATI, OH

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Search this name across graphsid dfx:ria:58b000c4-ad2b-a08f-a040-b03166590b39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 5, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EICHNER INVESTMENT PLANNING, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 22, 1999
First registration: Nov 5, 2001
Dual registered: no
Other names: Alan Eichner
IAPD individual key: 3101840

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EICHNER INVESTMENT PLANNING, LLC	Independent wealth	Feb 20, 2020	n/a	yes	CINCINNATI, OH	Current employment
EICHNER INVESTMENT PLANNING, LLC	Independent wealth	Jan 27, 2011	Apr 11, 2018	no	CINCINNATI, OH\|CINCINNATI, OH	Previous registration
GFP PRIVATE WEALTH	Former SEC adviser	Mar 25, 2010	Feb 24, 2011	no	n/a	Previous registration
EICHNER INVESTMENT PLANNING, LLC	Independent wealth	Jun 9, 2006	Dec 31, 2009	no	MASON, OH\|MASON, OH	Previous registration
FORT WASHINGTON INVESTMENT ADVISORS INC	Institutional manager	Nov 5, 2001	Jun 3, 2005	no	CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GFP PRIVATE WEALTH	EICHNER INVESTMENT PLANNING, LLC	Feb 24, 2011	Jan 27, 2011	-28	Firm change	Other
EICHNER INVESTMENT PLANNING, LLC	GFP PRIVATE WEALTH	Dec 31, 2009	Mar 25, 2010	84	Firm change	Other
FORT WASHINGTON INVESTMENT ADVISORS INC	EICHNER INVESTMENT PLANNING, LLC	Jun 3, 2005	Jun 9, 2006	371	Firm change	Other

Relationships

Registered with (3)

→ EICHNER INVESTMENT PLANNING, LLCRegistered adviserregistration: previous registration
Jan 27, 2011 to Apr 11, 2018factForm ADV
→ GFP PRIVATE WEALTHRegistered adviserregistration: previous registration
Mar 25, 2010 to Feb 24, 2011factForm ADV
→ FORT WASHINGTON INVESTMENT ADVISORS INCRegistered adviserregistration: previous registration
Nov 5, 2001 to Jun 3, 2005factForm ADV

Dated events

No dated event names this entity yet.