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Kathleen E. Heichel

Treasurer & Board MemberPinnacle Wealth Planning Services, Inc.CRD 4620448

About Kathleen E. Heichel

Kathleen E. Heichel is listed as Treasurer & Board Member at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Pinnacle Wealth Planning Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathleen E. Heichel work?

Kathleen E. Heichel is listed as Treasurer & Board Member at Pinnacle Wealth Planning Services, Inc. on SEC Form ADV.

How much of Pinnacle Wealth Planning Services, Inc. does Kathleen E. Heichel own?

Form ADV reports a beneficial ownership band of Under 5%.

Pinnacle Wealth Planning Services, Inc.

TitleTreasurer & Board Member
OwnershipUnder 5%
Control personNo
Since2020
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