Keith Allen Heichel

Employer firm

Pinnacle Advisors CRD 106817

$2.14B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → Present
  Pinnacle Wealth Planning Services, Inc.
  Mansfield, OH
• 03/2012 → Present
  Professional Planning Coordination Services, Llc.
  Mansfield, OH

Previous Registrations

• 2007-02-23 → 2017-03-08
  Lifetime Planning Pinnacle Advisors, Inc
  Mansfield, OH

Other Businesses

Keith Heichel 1. Since 2010, KEITH is a 20% shareholder of Heichel Family Investments LLC which owns commercial office buildings in Medina, Ohio and Columbus, Ohio, where he spends approximately 10-15 hours per month. 2. Since 2011, KEITH is a 6% shareholder of Pinnacle Wealth Planning Services where he works 40-60 hours per week. 3. In March 2012, KEITH was given a position of Sales Representative for Professional Planning Coordination Services, an administrative service for CPAs and Attorney in which he spends approximately 5 hours per month. 4. Since 2018, Keith is a minority owner Pinnacle CPA Advisory Group, a CPA firm, which he spends APPROXIMATELY 1-2 HOURS a month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-22

Designations

• Certified Financial Planner