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Scott Andrew Heichel

PINNACLE WEALTH PLANNING SERVICES, INC.·MANSFIELD, Ohio
SIE, Series 7, Series 63CFPCFAClean record10 years registeredPINNACLE WEALTH PLANNING SERVICES, INC.
6 WEST 3RD ST., MANSFIELD, OH 44902CRD# 6214510Firm CRD# 106817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Andrew Heichel · MANSFIELD, OH
Registration
CRD #6214510 · PINNACLE WEALTH PLANNING SERVICES, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE ADVISORS
Feb 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · February 16, 2016
Years registered · 10
Professional designations · CFP, CFA
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 Scott Andrew Heichel offer?
Scott Andrew Heichel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANSFIELD, Ohio for a consultation.
What are Scott Andrew Heichel's credentials?
Scott Andrew Heichel holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Scott Andrew Heichel located?
Scott Andrew 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 Scott Andrew Heichel charge for services?
Scott Andrew 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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Other Advisors at PINNACLE WEALTH PLANNING SERVICES, INC.

Jennifer Suzanne Henderson
MANSFIELD, OH
Keith Allen Heichel
MANSFIELD, OH
CFP
David William Heichel
MANSFIELD, OH
CFP
William David Heichel
MANSFIELD, OH

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