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William David Heichel

PINNACLE WEALTH PLANNING SERVICES, INC.·MANSFIELD, Ohio
Clean record19 years registeredPINNACLE WEALTH PLANNING SERVICES, INC.
6 WEST 3RD ST., MANSFIELD, OH 44902CRD# 4348372Firm CRD# 106817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William David Heichel · MANSFIELD, OH
Registration
CRD #4348372 · PINNACLE WEALTH PLANNING SERVICES, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE ADVISORS
Dec 2006 – present
LIFETIME PLANNING PINNACLE ADVISORS, INC
Dec 2006 – Mar 2017
MANSFIELD, OH
02

Registrations & Exams

Registration record
First registered · December 4, 2006
Years registered · 19
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 William David Heichel offer?
William David Heichel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANSFIELD, Ohio for a consultation.
What are William David Heichel's credentials?
William David Heichel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Heichel located?
William David 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 William David Heichel charge for services?
William David 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
Scott Andrew Heichel
MANSFIELD, OH
CFPCFA
Keith Allen Heichel
MANSFIELD, OH
CFP
David William Heichel
MANSFIELD, OH
CFP

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