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Scott Andrew Heichel

Pinnacle Advisors

Columbus, OH

Mansfield, OH

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Current Employers
Pinnacle Advisors

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-10
  • S63 Uniform Securities Agent State Law Examination
    2013-09-10
Designations
Other Names
  • Scott Heihel

View on SEC IAPD

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