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Jennifer Suzanne Henderson

PINNACLE WEALTH PLANNING SERVICES, INC.·MANSFIELD, Ohio
Clean record15 years registeredPINNACLE WEALTH PLANNING SERVICES, INC.
6 WEST 3RD ST., MANSFIELD, OH 44902CRD# 2526343Firm CRD# 106817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Suzanne Henderson · MANSFIELD, OH
Registration
CRD #2526343 · PINNACLE WEALTH PLANNING SERVICES, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE ADVISORS
Aug 2010 – present
02

Registrations & Exams

Registration record
First registered · August 17, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE WEALTH PLANNING SERVICES, INC.
CRD 106817 · SEC 801-51715
AUM
$1.7B
Regulatory assets under management
Employees
30
2,850 client accounts
Services offered by PINNACLE WEALTH PLANNING SERVICES, 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 PINNACLE WEALTH PLANNING SERVICES, INC. →
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05

Frequently Asked Questions

What services does Jennifer Suzanne Henderson offer?
Jennifer Suzanne Henderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANSFIELD, Ohio for a consultation.
What are Jennifer Suzanne Henderson's credentials?
Jennifer Suzanne Henderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Suzanne Henderson located?
Jennifer Suzanne Henderson is based in MANSFIELD, Ohio, working with PINNACLE WEALTH PLANNING SERVICES, INC.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Jennifer Suzanne Henderson charge for services?
Jennifer Suzanne Henderson'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 PINNACLE WEALTH PLANNING SERVICES, INC.?
PINNACLE WEALTH PLANNING SERVICES, INC. has approximately 30 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE WEALTH PLANNING SERVICES, INC.

Scott Andrew Heichel
MANSFIELD, OH
CFPCFA
Keith Allen Heichel
MANSFIELD, OH
CFP
David William Heichel
MANSFIELD, OH
CFP
William David Heichel
MANSFIELD, OH

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