Keith Allen Heichel
Investment Adviser Representative at Pinnacle Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Keith Allen Heichel is an investment adviser representative with Pinnacle Advisors in Medina, OH, where they have been registered since 2007. They have worked in the securities industry since 1999 and were previously registered with Lifetime Planning Pinnacle Advisors, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pinnacle Wealth Planning Services, Inc.Jan 1998 – no end date reportedMansfield, OH
- Professional Planning Coordination Services, LLC.Mar 2012 – no end date reportedMansfield, OH
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pinnacle Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth management including asset allocation, risk management, estate planning, tax strategy, retirement planning, cash flow and liquidity planning, performance reporting, daily asset tracking, daily net worth monitoring, and institutional-grade advisory. Pinnacle also offers proprietary tools including Wealth Scorecard, Trustee Scorecard, and Beneficiary Scorecard, and coordinates with clients' attorneys, CPAs, and other professionals through its Wealth Collaboration model. Pinnacle is a fee-only SEC Registered Investment Advisor and fiduciary that does not sell investment or insurance products.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Mansfield, OH
- Founded:
- 1998
- SEC file number:
- 801-51715
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Pinnacle Advisors
Showing 12 of 20 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith Allen Heichel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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