David W. Heichel

PINNACLE ADVISORS

Mansfield, OH 44902

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CRD#: 2453722

Professional summary

David William Heichel, CFP® is a registered financial advisor currently at PINNACLE ADVISORS located in Mansfield, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Business Succession Planning

Comprehensive Financial Planni...

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. HEICHEL FAMILY INVESTMENTS, LLC - RENTAL REAL ESTATE 1/5 OWNER. 5 HRS/MONTH 2. Pinnacle CPA Advisory Group - Minority, passive ownership in CPA firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Heichel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

March 5, 2019 - Present

PINNACLE ADVISORS

Office #1: 6 West 3rd St. Ste 100, Mansfield, OH 44902

RIA

CRD#: 106817

Mansfield, OH

Past

January 7, 2005 - March 5, 2019

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

MANSFIELD, OH

Past

January 4, 2005 - March 5, 2019

CFD INVESTMENTS, INC.

CRD#: 25427

MANSFIELD, OH

Past

September 18, 1999 - May 26, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WOODMERE, OH

Past

March 2, 1994 - May 26, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 2, 1994 - May 26, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINNACLE ADVISORS

CRD#: 106817 / SEC#: 801-51715

RIA

Registered Investment Advisory firm - (5/30/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(3/5/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/12/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/15/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/29/1998

General Securities Principal Examination

Current Firm

PINNACLE ADVISORS

CRD#: 106817 / SEC#: 801-51715

RIA

Registered Investment Advisory firm - (5/30/1996 Approved)

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Contact information

Main Address

6 West 3rd St. Ste 100, Mansfield, OH 44902

Mailing Address

Phone number

(419) 526-5226

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE DISCLOSURE BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	3,513
AUM (Assets Under Management)	$ 1,939,495,799

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2023	Cover Page	Report
12/22/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

David W. Heichel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Heichel's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PINNACLE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/12/2013

Series 63

Date: 7/15/1997

SIE

Date: 10/1/2018

Series 7

Date: 3/1/1994

Series 24

Date: 7/29/1998

Current Firm

PINNACLE ADVISORS

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PINNACLE ADVISORS

TRUST BUT VERIFY

Contact information

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