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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Heichel is a financial advisor registered with Pinnacle Advisors in Mansfield, OH. Keith has been a registered investment advisor since February 23, 2007. Keith has a Series 7, Series 24, and Series 63. Keith is a Certified Financial Planner and has over 20 years of experience in the financial services industry. Keith specializes in providing financial planning, portfolio management, and pension consulting services. Keith's firm, Pinnacle Advisors, provides services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Keith is a minority owner of Pinnacle CPA Advisory Group, a CPA firm, and is also a shareholder of Heichel Family Investments LLC and Pinnacle Wealth Planning Services, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
02/23/2007 - Present
Pinnacle Advisors (MANSFIELD OH)
OH
01/02/1998 - 01/23/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
MN
07/12/1990 - 01/15/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/12/1990 - 01/15/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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