Pinnacle Wealth Planning Services, Inc.

Pinnacle Wealth Planning Services, Inc. (CRD# 106817) is a financial advisory firm headquartered in Mansfield, OH. They manage $531,589,631 in 1,978 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    532
    MILLION
  • Total Number of Accounts
    1,978
    ACCOUNTS
  • Average Account Value
    $268,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, NC, OH, TX, VA

Financial Advisors at Pinnacle Wealth Planning Services, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
David A. Harbeitner
CRD#: 1339981
970 Lake Carillon Drive, Suite 300, Saint Petersburg, FL 33716
96
Wealthminder
score

David Harbeitner (CRD# 1339981) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Saint Petersburg, FL and has over 31 years of experience in the finance industry. David Harbeitner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick E. Jergens
CRD#: 4663927
6 West 3rd St., Ste 100, Mansfield, OH 44902
96
Wealthminder
score

Patrick Jergens (CRD# 4663927) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has over 13 years of experience in the finance industry. Patrick Jergens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kylee E. Price
CRD#: 6151312
131 Dillmont Drive, Suite 101, Columbus, OH 43235
93
Wealthminder
score

Kylee Price (CRD# 6151312) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Columbus, OH and has over 3 years of experience in the finance industry. Kylee Price has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael A. Frank
CRD#: 4976079
6 West 3rd St., Ste 100, Mansfield, OH 44902
90
Wealthminder
score

Michael Frank (CRD# 4976079) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry. Michael Frank has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jennifer S. Henderson
CRD#: 2526343
6 West 3rd St., Ste 100, Mansfield, OH 44902
90
Wealthminder
score

Jennifer Henderson (CRD# 2526343) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry. Jennifer Henderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Christine M. Larson-Postel
CRD#: 5502277
6 West 3rd St., Ste 100, Mansfield, OH 44902
90
Wealthminder
score

Christine Larson-Postel (CRD# 5502277) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry. Christine Larson-Postel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Allen J. Sykes
CRD#: 6605014
6 West 3rd St., Ste 100, Mansfield, OH 44902
90
Wealthminder
score

Allen Sykes (CRD# 6605014) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry. Allen Sykes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Verdayne L. Wendling
CRD#: 2883904
1684 Medina Road, Medina, OH 44256
90
Wealthminder
score

Verdayne Wendling (CRD# 2883904) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Medina, OH and has 1 year of experience in the finance industry. Verdayne Wendling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Scott A. Heichel
CRD#: 6214510
131 Dillmont Drive, Suite 101, Columbus, OH 43235
89
Wealthminder
score

Scott Heichel (CRD# 6214510) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Columbus, OH and has over 3 years of experience in the finance industry.

10
Christopher W. Meek
CRD#: 4499957
6 West 3rd St., Ste 100, Mansfield, OH 44902
87
Wealthminder
score

Christopher Meek (CRD# 4499957) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry.

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