Unclaimed Profile

Keith Allen Heichel

PINNACLE WEALTH PLANNING SERVICES, INC.·MANSFIELD, Ohio

Series 7, Series 24, Series 63CFP19 years registeredPINNACLE WEALTH PLANNING SERVICES, INC.

6 WEST 3RD ST., MANSFIELD, OH 44902CRD# 2058597Firm CRD# 106817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Keith Allen Heichel · MANSFIELD, OH

Registration

CRD #2058597 · PINNACLE WEALTH PLANNING SERVICES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

PINNACLE ADVISORS

Feb 2007 – present

LIFETIME PLANNING PINNACLE ADVISORS, INC

Feb 2007 – Mar 2017

MANSFIELD, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · February 23, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

1999Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PINNACLE WEALTH PLANNING SERVICES, INC.

CRD 106817 · SEC 801-51715

AUM

$1.7B

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Keith Allen Heichel offer?

Keith Allen Heichel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANSFIELD, Ohio for a consultation.

What are Keith Allen Heichel's credentials?

Keith Allen Heichel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Keith Allen Heichel located?

Keith Allen Heichel 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 Keith Allen Heichel charge for services?

Keith Allen Heichel'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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