Keith is in charge of Pinnacle's overall focus and business development. He also works closely with Pinnacle's high net worth client, CPA and attorney relationships. He has been giving financial advice to individual clients since 1990 and has been with Pinnacle since 1998. Keith serves on Pinnacle's investment, Wealth Management, Marketing and Compliance committees. He has a BA in Finance from Baldwin Wallace College, and has earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations.
Keith Heichel
President & Chief Executive Officer
Pinnacle Advisors
United States, Ohio, Wadsworth
About Me
Profile Information
President & Chief Executive Officer
Pinnacle Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Wadsworth
Ohio
United States
Aug 6, 2024
More profiles to browse
Billy Cunningham
Senior Wealth Manager
DH
David Harbeitner
Senior Wealth Manager, Florida Office
WD
William D. Heichel
Founder, Chairman of the Board & Senior Wealth Manager
CL
Christine Larson-Postel
Vice President, Wealth Management & Senior Wealth Manager
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc