PINNACLE WEALTH PLANNING SERVICES, INC. of MANSFIELD, OH is an SEC-registered investment adviser (CRD 106817). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| COLUMBUS | OH | 3 | 419-526-5226 |
| MEDINA | OH | 2 | 419-526-5226 |
| BRADENTON | FL | 2 | 419-526-5226 |
| — | — | 1 | (419) 526-5226 |
| MENTOR | OH | 0 | 419-526-5226 |
| TIERRA VERDE | FL | 0 | 419-526-5226 |