![Keith Allan Heichel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Keith A. Heichel is a President, CEO & Senior Wealth Manager at Pinnacle Wealth Planning Services, Inc. Bringing extensive experience in offering financial advice to individual clients since 1990, he has been an integral part of Pinnacle since 1998.
He plays a crucial role in fostering relationships with high-net-worth clients, CPAs, and attorneys.
Over the years he has actively engaged in various facets of Pinnacle’s operations, He currently serves on committees dedicated to investment, wealth management, marketing, and compliance.
He holds a BA in Finance from Baldwin Wallace College and has earned the esteemed Certified Financial Planner designation in 1998.
| Sociétés | Poste | Début |
|---|---|---|
Pinnacle Wealth Planning Services, Inc.
 Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle uses various analysis and strategies in formulating investment advice and/or managing client assets. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, the firm develops a client’s personal investment policy and creates and manages a portfolio based on that policy. | Directeur Général | 01/01/2020 |
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| Entreprise privées | 2 |
|---|---|
Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. Investment ManagersFinance Pinnacle uses various analysis and strategies in formulating investment advice and/or managing client assets. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, the firm develops a client’s personal investment policy and creates and manages a portfolio based on that policy. | Finance |
Baldwin Wallace University School of Business
 Baldwin Wallace University School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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