Scott Andrew 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:

Current Employers

Pinnacle Advisors

6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2016-02-16

OH RA
APPROVED

Since 2016-02-16

Branch Locations

131 Dillmont Drive Suite 101, Columbus, OH 43235 • United States

6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pinnacle Wealth Planning Services, Inc	Mansfield	OH	03/2015	01/2017
Pinnacle Wealth Planning Services, Inc.	Columbus	OH	01/2017	Present
Pinnacle Wealth Planning Services, Inc.	Columbus	OH	10/2018	Present

03/2015 → 01/2017

Pinnacle Wealth Planning Services, Inc

Mansfield, OH
01/2017 → Present

Pinnacle Wealth Planning Services, Inc.

Columbus, OH
10/2018 → Present

Pinnacle Wealth Planning Services, Inc.

Columbus, OH

Other Businesses

1. Since 2011, Scott's Trust is a 6% shareholder of Pinnacle Wealth Planning Services where he works 40-60 hours per week. 3. Since 2018, Scott's Trust is a minority owner Pinnacle CPA Advisory Group, a CPA firm, which he spends approximately 1-2 hours per month.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-09-10

S63 Uniform Securities Agent State Law Examination

2013-09-10

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Scott Heihel

View on SEC IAPD