JH
Jennifer S. Henderson
PINNACLE ADVISORS
MANSFIELD, OH 44902
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CRD#: 2526343
JH
Jennifer Suzanne HendersonPINNACLE ADVISORS
Professional summary
Jennifer Suzanne Henderson, CFP®, who also goes by Jennifer Suzanne Heichel, is a registered financial advisor currently at PINNACLE ADVISORS located in Mansfield, Ohio.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jennifer has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
Jennifer Suzanne Heichel
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. Since 2010, JENNIFER HAS BEEN A MEMBER OF HEICHEL FAMILY INVESTMENTS LLC WHICH OWNS COMMERCIAL OFFICE BUILDINGS IN MEDINA AND COLUMBUS, OHIO, WHERE SHE RETAINES 1/5 OWNERSHIP AND SPENDS APPROXIMATELY 0-5 HOURS A MONTH.
2. Since 2011, JENNIFER OWNES 6% OF PINNACLE WEALTH PLANNING SERVICES WHERE SHE IS CEO ANDS CCO AND WORKS 40-60 HOURS A WEEK.
3. Since 2018, JENNIFER has been a minority owner Pinnacle CPA Advisory Group, a CPA firm, which she spends APPROXIMATELY 1-2 HOURS a month.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Suzanne Henderson's 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®
Start date: 2010
Experience
Current
August 17, 2010 - Present
PINNACLE ADVISORS
Office #1: 6 West 3rd St. Ste 100, Mansfield, OH 44902RIA
CRD#: 106817
MANSFIELD, OH
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".
PA
PINNACLE ADVISORS
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | 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(8/17/2010)
Exams
What does exam status mean?
Current Firm
PA
PINNACLE ADVISORS
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS
CRD#: 106817 / SEC#: 801-51715
RIA
Registered Investment Advisory firm - (5/30/1996 Approved)Loading...
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
35
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,994 |
| AUM (Assets Under Management) | $ 2,136,474,646 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2023 |
Red Flags
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Company Information
PINNACLE ADVISORS
CRD#: 106817Mansfield, OH 44902TRUST BUT VERIFY
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