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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Advisors | Mansfield | OH | 07/2010 | 09/2025 |
| Pinnacle Advisors | Mansfield | OH | 01/2007 | 09/2025 |
| Lifetime Planning Pinnacle Advisors, Inc | Mansfield | OH | 01/2007 | 03/2017 |
| Pinnacle Advisors | Mansfield | OH | 01/2023 | Present |
1. Since 2010, JENNIFER HAS BEEN A MEMBER OF HEICHEL FAMILY INVESTMENTS LLC WHICH OWNS COMMERCIAL OFFICE BUILDINGS IN MEDINA AND COLUMBUS, OHIO, WHERE SHE RETAINES 1/5 OWNERSHIP AND SPENDS APPROXIMATELY 0-5 HOURS A MONTH. 2. Since 2011, JENNIFER OWNES 6% OF PINNACLE WEALTH PLANNING SERVICES WHERE SHE IS CEO ANDS CCO AND WORKS 40-60 HOURS A WEEK. 3. Since 2018, JENNIFER has been a minority owner Pinnacle CPA Advisory Group, a CPA firm, which she spends APPROXIMATELY 1-2 HOURS a month.
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