Keith Allan Heichel
Amministratore Delegato presso Pinnacle Wealth Planning Services, Inc.
Profilo
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.
Posizioni attive di Keith Allan Heichel
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/01/2020 |
Formazione di Keith Allan Heichel
| Baldwin Wallace University School of Business | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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- Keith Allan Heichel
