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Keith Allen Heichel

Investment Adviser Representative at PINNACLE ADVISORS

Medina, OHCRD #2058597Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Keith Allen Heichel has worked in the securities industry since 1999. They are registered to provide investment advisory services in Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/22/1996
Series 7
General Securities Representative Examination
Passed 7/11/1990
Series 24
General Securities Principal Examination
Passed 4/25/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Pinnacle Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PINNACLE ADVISORSCurrent
2/23/2007Medina, OH
LIFETIME PLANNING PINNACLE ADVISORS, INC
2/23/20073/8/2017Mansfield, OH

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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.

Keith Allen Heichel - Financial Advisor in Medina, OH | AdvisorFinder