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David William Heichel

Pinnacle Advisors

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About David William Heichel

David Heichel is a financial advisor with Pinnacle Advisors, a Registered Investment Advisor firm in Mansfield, Ohio. David has been in the financial services industry since 1994 and is a CERTIFIED FINANCIAL PLANNER™. David's previous experience includes working with CFD INVESTMENTS, INC. in Kokomo, Indiana and American Express Financial Advisors Inc. in Minneapolis, Minnesota.

Firm Information

David Heichel is currently registered with Pinnacle Advisors. Pinnacle Advisors is an investment advisor headquartered in Mansfield, OH. The firm manages approximately $1.73 billion in regulatory assets under management and provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. They serve a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
Pinnacle Advisors

6 WEST 3RD ST.

MANSFIELD, OH 44902

$1.73B

Assets Under Management

40

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Heichel’s Registration & Firm History

OH

03/05/2019 - Present

Pinnacle Advisors (MANSFIELD OH)

OH

01/04/2005 - 03/05/2019

CFD INVESTMENTS, INC. (MANSFIELD OH)

MN

03/02/1994 - 05/26/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/02/1994 - 05/26/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Heichel.
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