# PINNACLE WEALTH PLANNING SERVICES, INC.

PINNACLE WEALTH PLANNING SERVICES, INC. of MANSFIELD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 106817
- Type: SEC-registered investment adviser
- SEC file number: 801-51715
- Location: 6 WEST 3RD ST., STE 100, MANSFIELD, OH, 44902
- Phone: 419-526-5226
- Latest filing: 2026-07-27
- Regulatory AUM: $2.1B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $15.5M
- Clients: 35
- Accounts: 3,994

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| William David Heichel | CHAIRMAN OF THE BOARD | — |
| Kathleen E Heichel | TREASURER & BOARD MEMBER | — |
| Jennifer Suzanne Henderson | CFO; COO & CCO; CO-TRUSTEE OF THE DAVID W. HEICHEL IRREVOCABLE TRUST DATED 2016 (+2 more) | — |
| Keith Allen Heichel | CO-TRUSTEE OF THE KEITH A. HEICHEL IRREVOCABLE TRUST DATED 2020; PRESIDENT & CEO | — |
| Scott Andrew Heichel | CIO; CO-TRUSTEE OF THE SCOTT A.  HEICHEL IRREVOCABLE TRUST DATED 2020 | — |
| David William Heichel | CHIEF MARKETING OFFICER; CO-TRUSTEE OF THE JENNIFER S. HENDERDSON IRREVOCABLE TRUST DATED 2020 AND THE DAVID W. HEICHEL IRREVOCABLE TRUST DATED 2020; VP-MARKETING | — |
| Adam Jospeh Heichel | CO-TRUSTEE OF THE ADAM J. HEICHEL IRREVOCABLE TRUST DATED 2010; CO-TRUSTEE OF THE ADAM J. HEICHEL IRREVOCABLE TRUST DATED 2020 | — |
| HEICHEL WILLIAM DAVID | CHAIRMAN OF THE BOARD; PRESIDENT/TREASURER | — |
| DIETERLY DONALD ALAN | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| MORRIS RICHARD WAYNE | SHAREHOLDER | — |
| MORRISON LAWRENCE ALLEN | SHAREHOLDER | — |
| KLESHINSKI RICHARD MARK | SHAREHOLDER | — |
| HEICHEL KATHLEEN E | OWNER; TREASURER & BOARD MEMBER | — |
| HEICHEL JENNIFER SUZANNE | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| HENDERSON JENNIFER SUZANNE | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; COO & CCO; CO-TRUSTEE OF THE DAVID W. HEICHEL IRREVOCABLE TRUST DATED 2016 (+2 more) | — |
| HEICHEL KEITH ALLEN | CO-TRUSTEE OF THE KEITH A. HEICHEL IRREVOCABLE TRUST DATED 2020; PRESIDENT; PRESIDENT & CEO | — |
| HEICHEL DAVID WILLIAM | BOARD MEMBER; CO-TRUSTEE OF THE JENNIFER S. HENDERDSON IRREVOCABLE TRUST DATED 2020 AND THE DAVID W. HEICHEL IRREVOCABLE TRUST DATED 2020; VP-MARKETING | — |
| ESSICK AMIE RENEE | SECRETARY | — |
| HEICHEL SCOTT ANDREW | CHIEF INVESTMENT OFFICER; CIO; CO-TRUSTEE OF THE SCOTT A.  HEICHEL IRREVOCABLE TRUST DATED 2020 | — |
| Heichel Adam Jospeh | CO-TRUSTEE OF THE ADAM J. HEICHEL IRREVOCABLE TRUST DATED 2010; CO-TRUSTEE OF THE ADAM J. HEICHEL IRREVOCABLE TRUST DATED 2020 | — |
| Kory J Wiita | CHIEF COMPLIANCE OFFICER | — |
| Kathleen E. Heichel | TREASURER & BOARD MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106817/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106817/similar
- Related entities: https://search.stillhousedata.com/firm/106817/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106817

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.