Pinnacle Wealth Planning Services, Inc.
● SEC registered since 1996CRD 106817SEC# 801-51715Mansfield, OH
Reg. AUM
$2.14B
Employees
35
Accounts
3,994
Location
Mansfield, OH
Pinnacle Wealth Planning Services, Inc. assets under management
Pinnacle Wealth Planning Services, Inc. is an investment advisory firm registered with the SEC based in Mansfield, OH. The firm has been registered since 1996. It reports $2.1 billion in regulatory assets under management and employs 35 people.
Pinnacle Wealth Planning Services, Inc. owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Jospeh Heichel | Co-Trustee Of The Adam J. Heichel Irrevocable Trust Dated 2010 | 5-10% | 2010 |
| Adam Jospeh Heichel | Co-Trustee Of The Adam J. Heichel Irrevocable Trust Dated 2020 | 10-25% | 2020 |
| David William Heichel Control | Co-Trustee Of The Jennifer S. Henderdson Irrevocable Trust Dated 2020 And The David W. Heichel Irrevocable Trust Dated 2020 | 10-25% | 2020 |
| David William Heichel | Chief Marketing Officer | Under 5% | 2019 |
| Jennifer Suzanne Henderson Control | Co-Trustee Of The Scott A. Heichel Irrevocable Trust Dated 2010 & The Adam J. Heichel Irrevocable Trust Dated 2010 | 10-25% | 2010 |
| Jennifer Suzanne Henderson Control | Co-Trustee Of The David W. Heichel Irrevocable Trust Dated 2020 And The Jennifer S. Henderson Irrevocable Trust Dated 2020 | 10-25% | 2020 |
| Jennifer Suzanne Henderson Control | Cfo | 5-10% | 2007 |
| Jennifer Suzanne Henderson Control | Co-Trustee Of The David W. Heichel Irrevocable Trust Dated 2016 | 5-10% | 2016 |
| Keith Allen Heichel Control | President & Ceo | 5-10% | 2011 |
| Keith Allen Heichel Control | Co-Trustee Of The Keith A. Heichel Irrevocable Trust Dated 2020 | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Wealth Planning Services, Inc. manage?
Pinnacle Wealth Planning Services, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Wealth Planning Services, Inc. have?
Pinnacle Wealth Planning Services, Inc. reports 35 employees.
Where is Pinnacle Wealth Planning Services, Inc. located?
Pinnacle Wealth Planning Services, Inc. is based in Mansfield, OH and has been SEC-registered since 1996.
Does Pinnacle Wealth Planning Services, Inc. disclose fund performance?
Pinnacle Wealth Planning Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6 West 3rd St., Ste 100, Mansfield, OH 44902 |
| Phone | 419-526-5226 |
| Fax | 419-526-0323 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1726752 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.14B▲ 10%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
EmployeesTop 16%
More than 84% of 16,824 advisers
Assets under management
$2.14Bregulatory AUM
Discretionary $2.12BNon-discretionary $15.5M