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Scott Andrew Heichel

Pinnacle Advisors

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About Scott Andrew Heichel

Scott Andrew Heichel is a financial advisor with Pinnacle Advisors, a registered investment advisor. Scott is a Certified Financial Planner and a Chartered Financial Analyst. He has been a financial advisor for over 10 years and has worked in various roles at J.P. Morgan Securities LLC, JPMORGAN CHASE BANK NA, and Pinnacle Wealth Planning Services, Inc. Pinnacle Advisors is a firm that offers financial planning, pension consulting, portfolio management, and other services. Scott works with a variety of clients including individuals, families, businesses, and charitable organizations.

Firm Information

Scott 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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Scott Heichel’s Registration & Firm History

OH

02/16/2016 - Present

Pinnacle Advisors (Columbus OH)

OH

08/19/2013 - 02/26/2015

J.P. MORGAN SECURITIES LLC (CLEVELAND OH)

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Licenses & Designations

BC

Issued 09/10/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Andrew Heichel.
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