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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc. | Kokomo | IN | 01/2005 | 02/2019 |
| Creative Financial Designs, Inc. | Kokomo | IN | 01/2005 | 03/2019 |
| Professional Investments & Insurance Planning Inc | Mansfield | OH | 01/2005 | 03/2019 |
| Pinnacle Wealth Planning Services | Mansfield | OH | 03/2019 | Present |
1. HEICHEL FAMILY INVESTMENTS, LLC - RENTAL REAL ESTATE 1/5 OWNER. 5 HRS/MONTH 2. Pinnacle CPA Advisory Group - Minority, passive ownership in CPA firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-15 |
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