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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-02-23 |
Branch Locations
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
1684 Medina Road, Medina, OH 44256 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | Mansfield | OH | 01/1998 | Present |
| Professional Planning Coordination Services, Llc. | Mansfield | OH | 03/2012 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-22 |
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