Inactive

Kevin Heichel

Pinnacle Advisors

CRD 8302553

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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	2026-08-06

OH RA
APPROVED

Since 2026-08-06

Branch Locations

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

131 Dillmont Drive Suite 101, Columbus, OH 43235 • 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
College Works	Columbus	OH	01/2024	09/2025
Student	Wadsworth	OH	12/2013	01/2024
Pinnacle	Columbus	OH	10/2025	Present

01/2024 → 09/2025

College Works

Columbus, OH
12/2013 → 01/2024

Student

Wadsworth, OH
10/2025 → Present

Pinnacle

Columbus, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-05

S65 Uniform Investment Adviser Law Examination

2026-08-05

View on SEC IAPD

Nearby Firms

WHITAKER-MYERS WEALTH MANAGERS, LTD.

AMERIPRISE FINANCIAL SERVICES, LLC

HD PINNACLE ADVISORS, LTD.

Nearby Investors

MATTHEW GERALD HARRIS

Ethan Ronald Barry

Nearby Offices

WHITAKER-MYERS WEALTH MANAGERS, LTD. · MANSFIELD, OH

AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, OH

HD PINNACLE ADVISORS, LTD. · MANSFIELD, OH

More in Mansfield, OH

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