Pinnacle Wealth Planning Services Inc
Legal Name: PINNACLE WEALTH PLANNING SERVICES, INC.
Full Contact Details
Pinnacle Wealth Planning Services Inc
6 WEST 3RD ST., STE 100, MANSFIELD, OH
419-526-5226
419-526-0323
Other Info
Pinnacle Wealth Planning Services Inc, an Ohio Corporation, has been successfully serving 70 clients with their 13 advisory employees. With a legacy of over two decades, this financial firm, legally known as PINNACLE WEALTH PLANNING SERVICES, INC., holds an Approved status from the SEC (U.S. Securities and Exchange Commission) with a registration date of May 30, 1996.
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Home | Pinnacle Wealth Planning Services, Inc
[email protected] (419) 526-5226 Client Access Menu HomeAbout Us About PinnaclePinnacle’s Commitment to QualityOur TeamCRS/ADV/DisclosuresServices Pinnacle’s Wealth Management ProgramsPinnacle's Trust Wealth Management ProgramsPinnacle's Retirement Plan ServicesCPAs & Attorneys Pinnac…
Direct Owners
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DAVID WILLIAM HEICHEL
VP-MARKETING owns more than 5% but less than 10%
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JENNIFER SUZANNE HENDERSON
CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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KATHLEEN E. HEICHEL
OWNER owns more than 50% but less than 75%
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KEITH ALLEN HEICHEL
PRESIDENT owns more than 5% but less than 10%
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SCOTT ANDREW HEICHEL
CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
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WILLIAM DAVID HEICHEL
CHAIRMAN OF THE BOARD owns less than 5%