Keith Allan Heichel
Vorstandsvorsitzender bei Pinnacle Wealth Planning Services, Inc.
Profil
Mr. Keith A.
Heichel is a President, Chief Executive Officer & Senior Wealth Manager at Pinnacle Wealth Planning Services, Inc. He is in charge of Pinnacle's overall focus and business development.
He also works closely with Pinnacle's high net worth client, CPA and attorney relationships.
He has been giving financial advice to individual clients since 1990 and has been with Pinnacle since 1998.
Mr. Heichel serves on Pinnacle's investment, Wealth Management, Marketing and Compliance committees.
He has a BA in Finance from Baldwin Wallace College, and has earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.
Aktive Positionen von Keith Allan Heichel
| Unternehmen | Position | Beginn |
|---|---|---|
Pinnacle Wealth Planning Services, Inc.
 Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle Wealth Planning Services, Inc. (Pinnacle) is an independent, SEC-registered investment advisor headquartered in Mansfield, Ohio. Pinnacle provides advisory services to affluent individuals, business owners and their families. | Vorstandsvorsitzender | 01.01.2020 |
Ausbildung von Keith Allan Heichel
| Baldwin Wallace University School of Business | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle Wealth Planning Services, Inc. (Pinnacle) is an independent, SEC-registered investment advisor headquartered in Mansfield, Ohio. Pinnacle provides advisory services to affluent individuals, business owners and their families. | Finance |
