Keith Allan Heichel
Algemeen Directeur bij Pinnacle Wealth Planning Services, Inc.
Profiel
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.
Actieve functies van Keith Allan Heichel
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-01-2020 |
Opleiding van Keith Allan Heichel
| Baldwin Wallace University School of Business | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 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 |