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Keith Allen Heichel

President & CeoPinnacle Wealth Planning Services, Inc.CRD 2058597

About Keith Allen Heichel

Keith Allen Heichel is listed as President & Ceo at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH. Form ADV reports a beneficial ownership band of 5-10%. Keith Allen Heichel is associated with 2 registered advisers.

Reported ownership

Owns 5-10% of Pinnacle Wealth Planning Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Keith Allen Heichel work?

Keith Allen Heichel is listed as President & Ceo at Pinnacle Wealth Planning Services, Inc. on SEC Form ADV.

How much of Pinnacle Wealth Planning Services, Inc. does Keith Allen Heichel own?

Form ADV reports a beneficial ownership band of 5-10%.

Pinnacle Wealth Planning Services, Inc.

TitlePresident & Ceo
Ownership5-10%
Control personYes
Since2011
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Pinnacle Wealth Planning Services, Inc.

TitleCo-Trustee Of The Keith A. Heichel Irrevocable Trust Dated 2020
Ownership10-25%
Control personYes
Since2020
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