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PINNACLE WEALTH PLANNING SERVICES, INC., CRD 106817
MANSFIELD, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM DAVID HEICHEL | Certified Financial Planner | MANSFIELD, OH | Tierra Verde, FL | 19 | 19 | 1 | no |
| CHRISTOPHER W MEEK | n/a | MANSFIELD, OH | 19 | 24 | n/a | no |
| KEITH ALLEN HEICHEL | Certified Financial Planner | MEDINA, OH | MANSFIELD, OH | 19 | 30 | 1 | no |
| VERDAYNE LEE WENDLING | Certified Financial Planner | MANSFIELD, OH | MEDINA, OH | 19 | 22 | 1 | no |
| JENNIFER SUZANNE HENDERSON | Certified Financial Planner | MANSFIELD, OH | 16 | 19 | n/a | no |
| SCOTT ANDREW HEICHEL | Certified Financial Planner|Chartered Financial Analyst | Columbus, OH | MANSFIELD, OH | 10 | 13 | n/a | no |
| DAVID WILLIAM HEICHEL | Certified Financial Planner | MANSFIELD, OH | 7 | 29 | 2 | no |
| WILLIAM JOSEPH CUNNINGHAM | Certified Financial Planner|Chartered Financial Consultant | Bradenton, FL | MANSFIELD, OH | 7 | 32 | 4 | no |
| Kory J Wiita | Certified Financial Planner | Medina, OH | MANSFIELD, OH | 4 | 12 | n/a | no |
| Richard Frank Kammer | Certified Financial Planner | Medina, OH | MANSFIELD, OH | 3 | 11 | 1 | no |
| Scott Martin Brihn | Certified Financial Planner | MANSFIELD, OH | Medina, OH | 3 | 13 | n/a | no |
| ALEX JOSEPH KULKA | n/a | MANSFIELD, OH | 2 | 15 | 5 | no |
| Blake Alexander Rudolph | n/a | Columbus, OH | MANSFIELD, OH | 2 | 16 | 1 | no |
| Gregory M Spickard | n/a | MANSFIELD, OH | Medina, OH | 2 | 15 | 1 | no |
| ROBERT WILLIAM DANULOFF | n/a | MANSFIELD, OH | 1 | 18 | 4 | no |
| ANDREW Charles LERDA-PLOG | Certified Financial Planner | MANSFIELD, OH | Bradenton, FL | 1 | 14 | 2 | no |
| Anthony Gigliotti | Certified Financial Planner | MANSFIELD, OH | Columbus, OH | 0 | 13 | 6 | no |
| Kevin Heichel | n/a | MANSFIELD, OH | Columbus, OH | 0 | 12 | n/a | no |
| Joshua Edmund Wright | n/a | MANSFIELD, OH | Columbus, OH | 0 | 11 | n/a | no |
| Wesley Laurenson | n/a | MANSFIELD, OH | Columbus, OH | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HEICHEL, DAVID, WILLIAM | CO-TRUSTEE OF THE JENNIFER S. HENDERDSON | B | yes | 12/2020 | Jul 27, 2026 | Jul 27, 2026 |
| HEICHEL, KEITH, ALLEN | CO-TRUSTEE OF THE KEITH A. HEICHEL IRREVOCABLE | B | yes | 12/2020 | Jul 27, 2026 | Jul 27, 2026 |
| HEICHEL, SCOTT, ANDREW | CO-TRUSTEE OF THE SCOTT A. HEICHEL IRREVOCABLE | B | yes | 12/2020 | Jul 27, 2026 | Jul 27, 2026 |
| HEICHEL, WILLIAM, DAVID | CHAIRMAN OF THE BOARD | Na | yes | 04/1982 | Jul 27, 2026 | Jul 27, 2026 |
| HENDERSON, JENNIFER, | CO-TRUSTEE OF THE DAVID W. HEICHEL IRREVOCABLE | B | yes | 12/2020 | Jul 27, 2026 | Jul 27, 2026 |
| Wiita, Kory, J | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2025 | Jul 27, 2026 | Jul 27, 2026 |
| Heichel, Adam, Jospeh | CO-TRUSTEE OF THE ADAM J. HEICHEL IRREVOCABLE | B | no | 12/2020 | Jul 27, 2026 | Jul 27, 2026 |
| THE ADAM HEICHEL | Owner | B | no | 12/2020 | Jul 27, 2026 | Jul 27, 2026 |
| THE DAVID S. HEICHEL | Owner | B | no | 12/2020 | Jul 27, 2026 | Jul 27, 2026 |
| THE SCOTT A. HEICHEL | Owner | B | no | 12/2020 | Jul 27, 2026 | Jul 27, 2026 |
| HEICHEL, KATHLEEN, E. | TREASURER & BOARD MEMBER | Na | no | 12/2020 | Feb 16, 2012 | Dec 12, 2024 |
| THE ADAM HEICHEL IRREVOCABLE TRUST DATED 2010 | Owner | A | no | 12/2020 | May 7, 2021 | Dec 12, 2024 |
| THE ADAM HEICHEL IRREVOCABLE TRUST DATED 2020 | Owner | B | no | 12/2020 | May 7, 2021 | Dec 12, 2024 |
| THE DAVID S. HEICHEL IRREVOCABLE TRUST DATED 2016 | Owner | A | no | 12/2020 | May 7, 2021 | Dec 12, 2024 |
| THE DAVID S. HEICHEL IRREVOCABLE TRUST DATED 2020 | Owner | B | no | 12/2020 | May 7, 2021 | Dec 12, 2024 |
| THE JENNIFER S HENDERSON IRREVOCABLE TRUST DATED 2020 | Owner | B | no | 12/2020 | May 7, 2021 | Dec 12, 2024 |
| THE KEITH A. HEICHEL IRREVOCABLE TRUST DATED 2020 | Owner | B | no | 12/2020 | May 7, 2021 | Dec 12, 2024 |
| THE SCOTT A. HEICHEL IRREVOCABLE TRUST DATED 2010 | Owner | A | no | 12/2020 | May 7, 2021 | Dec 12, 2024 |
| THE SCOTT A. HEICHEL IRREVOCABLE TRUST DATED 2020 | Owner | B | no | 12/2020 | May 7, 2021 | Dec 12, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Columbus | Oh | United States | 3 | no |
| Sarasota | FL | United States | 2 | no |
| Medina | Oh | United States | 2 | no |
| TIERRA VERDE | FL | United States | 0 | no |
| Mentor | Oh | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 16, 2026 | $2.1B | $2.1B | 35 | 19 | 6 | n/a | n/a |
| 2024 | Apr 30, 2025 | $1.9B | $1.9B | 35 | 19 | 5 | n/a | n/a |
| 2023 | Jan 30, 2024 | $1.7B | $1.7B | 26 | 14 | 5 | n/a | n/a |
| 2022 | Mar 27, 2023 | $1.6B | $1.6B | 25 | 13 | 5 | n/a | n/a |
| 2021 | Mar 23, 2022 | $2.0B | $2.0B | 24 | 13 | 3 | n/a | n/a |
| 2020 | Mar 19, 2021 | $1.5B | $1.5B | 24 | 13 | 3 | n/a | n/a |
| 2019 | Feb 13, 2020 | $1.4B | $1.3B | 24 | 13 | 3 | n/a | n/a |
| 2018 | Mar 13, 2019 | $715M | $699M | 22 | 13 | 4 | n/a | n/a |
| 2017 | Mar 13, 2018 | $708M | $697M | 22 | 13 | 4 | n/a | n/a |
| 2016 | Mar 9, 2017 | $596M | $564M | 22 | 12 | n/a | n/a | n/a |
| 2015 | Mar 31, 2016 | $532M | $496M | 22 | 12 | n/a | n/a | n/a |
| 2014 | Feb 5, 2015 | $525M | $483M | 20 | 12 | n/a | n/a | n/a |
| 2013 | Feb 26, 2014 | $497M | $447M | 18 | 11 | n/a | n/a | n/a |
| 2012 | Feb 27, 2013 | $501M | $364M | 18 | 11 | n/a | n/a | n/a |
| 2011 | Feb 16, 2012 | $451M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 3 | -2 | 16.7% | 0 | 1 | 0 | 7 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.1B | $1.9B | 10.2% | $1.6B | 9.9% | 35 | 35 | 6 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LIFETIME PLANNING PINNACLE ADVISORS, INC | 2 | Mar 8, 2017 | Feb 23, 2007 | MANSFIELD, OH | Team lift out | Other | 100.0% |