Pinnacle Advisors

Pinnacle Advisors (CRD# 106817) is a financial advisory firm headquartered in Mansfield, OH. They manage $1,728,525,085 in 2,850 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
6 West 3rd St., Ste 100, Mansfield, OH 44902
http://pinnacleadvisors.com/
By the Numbers
  • Total Assets Under Management
    1,729
    MILLION
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $606,500
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MD, NC, NY, OH, PR, TX, VA

Financial Advisors at Pinnacle Advisors
Showing 1 - 10 of 12 top financial advisors.
1
William Cunningham, financial advisor Mansfield OH
William J. Cunningham
CRD#: 1799567
6 West 3rd St., Ste 100, Mansfield, OH 44902

William Cunningham (CRD# 1799567) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 29 years of experience in the finance industry.

2
David Heichel, financial advisor Mansfield OH
David W. Heichel
CRD#: 2453722
6 West 3rd St., Ste 100, Mansfield, OH 44902

David Heichel (CRD# 2453722) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 26 years of experience in the finance industry.

3
Keith Heichel, financial advisor Mansfield OH
Keith A. Heichel
CRD#: 2058597
6 West 3rd St., Ste 100, Mansfield, OH 44902

Keith Heichel (CRD# 2058597) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 28 years of experience in the finance industry.

4
Scott Heichel, financial advisor Columbus OH
Scott A. Heichel
CRD#: 6214510
131 Dillmont Drive, Suite 101, Columbus, OH 43235

Scott Heichel (CRD# 6214510) is an Investment Advisor Representative working at Pinnacle Advisors in Columbus, OH and has over 10 years of experience in the finance industry.

5
William Heichel, financial advisor Mansfield OH
William D. Heichel
CRD#: 4348372
6 West 3rd St., Ste 100, Mansfield, OH 44902

William Heichel (CRD# 4348372) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.

6
Jennifer Henderson, financial advisor Mansfield OH
Jennifer S. Henderson
CRD#: 2526343
6 West 3rd St., Ste 100, Mansfield, OH 44902

Jennifer Henderson (CRD# 2526343) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.

7
Christine Larson-Postel, financial advisor Mansfield OH
Christine M. Larson-Postel
CRD#: 5502277
6 West 3rd St., Ste 100, Mansfield, OH 44902

Christine Larson-Postel (CRD# 5502277) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.

8
Christopher Meek, financial advisor Mansfield OH
Christopher W. Meek
CRD#: 4499957
6 West 3rd St., Ste 100, Mansfield, OH 44902

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

9
Allen Sykes, financial advisor Mansfield OH
Allen J. Sykes
CRD#: 6605014
6 West 3rd St., Ste 100, Mansfield, OH 44902

Allen Sykes (CRD# 6605014) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.

10
Verdayne Wendling, financial advisor Mansfield OH
Verdayne L. Wendling
CRD#: 2883904
6 West 3rd St., Ste 100, Mansfield, OH 44902

Verdayne Wendling (CRD# 2883904) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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