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Jennifer Suzanne Henderson

PINNACLE WEALTH PLANNING SERVICES, INC.·MANSFIELD, Ohio
Clean recordPINNACLE 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Suzanne Henderson is a registered financial advisor based in MANSFIELD, Ohio, affiliated with PINNACLE WEALTH PLANNING SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PINNACLE WEALTH PLANNING SERVICES, INC.
PINNACLE ADVISORS
AUM
$1.7B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at PINNACLE WEALTH PLANNING SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2526343
Firm CRD# 106817
View on FINRA BrokerCheck →

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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.

Adam Jospeh Heichel
MANSFIELD, OH
David William Heichel
MANSFIELD, OH
Scott Andrew Heichel
MANSFIELD, OH
Kathleen E. Heichel
MANSFIELD, OH
Keith Allen Heichel
MANSFIELD, OH
William David Heichel
MANSFIELD, OH

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Research
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