WH
William D. Heichel
PINNACLE ADVISORS
Mansfield, OH 44902
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CRD#: 4348372
WH
Professional summary
William David Heichel, CFP® is a registered financial advisor currently at PINNACLE ADVISORS located in Mansfield, Ohio.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 2 firms .
Question & Answer
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. BILL CURRENTLY HAS INDIVIDUAL LAW PRACTICE WORKING PART TIME.
2. BILL IS PRESIDENT AND INVESTMENT ADVISOR FOR LIFETIME PLANNING PINNACLE ADVISORS, INC., AN SEC REGISTERED INVESTMENT ADVISOR.
2. BILL IS PRESIDENT AND SHAREHOLDER OF PROFESSIONAL PLANNING COORDINATION SERVICES, LLC WHICH OFFERS AN ADMINISTRATIVE SERVICE TO CPAS, ATTORNEYS AND RIAS FOR PROFESSIONAL COORDINATION OF THEIR CLIENT'S FINANCIAL LIVES. PPCS IS AN ADMINISTRATIVE, BACK-OFFICE SERVICE AND DOES NOT OFFER FINANCIAL PLANNING OR INVESTMENT ADVICE. BILL SPENDS APPROXIMATELY 20 HOURS A WEEK ON THIS BUSINESS.
4. BILL IS ALSO A MINORITY SHAREHOLDERS OF HEICHEL FAMILY INVESTMENTS, LLC, WHICH OWNS AND OPERATES A COMMERCIAL BUSINESS BUILDING IN WHICH PINNACLE WEALTH PLANNING SERVICES IS CURRENTLY A TENANT.
CRS (Client Relationship Summary) - RIA
Click below to view William David Heichel'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: 1984
Experience
Current
December 4, 2006 - Present
PINNACLE ADVISORS
Office #1: 6 West 3rd St. Ste 100, Mansfield, OH 44902RIA
CRD#: 106817
Mansfield, OH
Past
December 4, 2006 - March 8, 2017
LIFETIME PLANNING PINNACLE ADVISORS, INC
RIA
CRD#: 105648
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(12/4/2006)
Exams
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)Upgrade to AdvisorCheck Premium
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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
35
SEC notice filing (15 States and Territories)
Documents
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 | ||
| 12/22/2022 |
Red Flags
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