Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. (CRD# 106817) is a financial advisory firm headquartered in Mansfield, OH. They manage $595,925,723 in 447 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management596MILLION
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Total Number of Accounts447ACCOUNTS
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Average Account Value$1,333,167
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CO, FL, IL, NC, NY, OH, PR, TX, VA
David Harbeitner (CRD# 1339981) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Saint Petersburg, FL and has over 33 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.
Patrick Jergens (CRD# 4663927) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has over 14 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.
Kylee Heichel (CRD# 6151312) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Columbus, OH and has over 5 years of experience in the finance industry. Kylee Heichel 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.
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.
Scott Heichel (CRD# 6214510) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Columbus, OH and has over 4 years of experience in the finance industry.
William Heichel (CRD# 4348372) 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. William Heichel 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.
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.
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.
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.
Verdayne Wendling (CRD# 2883904) 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. 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.