PINNACLE WEALTH PLANNING SERVICES, INC.

PINNACLE ADVISORS
MANSFIELD, Ohio·7 registered advisors·CRD# 106817
SEC# 801-517155419-526-5226
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PINNACLE WEALTH PLANNING SERVICES, INC.

7 registered advisors
Adam Jospeh Heichel
MANSFIELD, Ohio
David William Heichel
MANSFIELD, Ohio
Jennifer Suzanne Henderson
MANSFIELD, Ohio
Kathleen E. Heichel
MANSFIELD, Ohio
Keith Allen Heichel
MANSFIELD, Ohio
Scott Andrew Heichel
MANSFIELD, Ohio
William David Heichel
MANSFIELD, Ohio
05

Office Locations

MANSFIELD, Ohio
7 advisors

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Data sourced from SEC Form ADV filings. PINNACLE WEALTH PLANNING SERVICES, INC. (CRD# 106817) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.