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Advisors / Nebraska / Omaha
18yrs

Paul Eiting

Financial advisor at Advice and Planning Services

Based in Omaha, Nebraska, Paul Eiting is a fiduciary financial advisor with 18 years of industry experience. Paul joined Advice and Planning Services in 2015, after six years at TD Ameritrade and six years at TD Ameritrade Investment Management. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.

One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.

Omaha, NEFiduciary advisor

At a glance

Experience18 years (since 2009)
How that compares ?More experience than 57% of advisors in Omaha
OfficeOmaha, NE
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state

Services through Advice and Planning Services

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2015 – now
  2. 2009 – 2015
    TD Ameritrade, Inc.Previously
  3. 2009 – 2014
    TD Ameritrade Investment Management, LLCPreviously

Questions to ask Paul

Tailored to Paul’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Paul

How do I contact Paul?

Call Advice and Planning Services at (212) 490-9000 and ask for Paul Eiting. Paul works from the Omaha, NE office.

How long has Paul been a financial advisor?

Paul has been in the industry since 2009, about 18 years. More experience than 57% of advisors in Omaha.

What licenses does Paul hold?

Series 66. Tap any license on this page to see what it allows.

Is Paul a fiduciary?

Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Paul paid?

Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Paul for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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