William David Heichel
Investment adviser representative at Pinnacle Advisors
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Professional Planning Coordination Services, LLCJan 2012 to now
- Pinnacle Wealth Planning Services, Inc.Jan 2011 to now
- Pinnacle AdvisorsDec 2006 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Pinnacle Advisors
Legal name: Pinnacle Wealth Planning Services, Inc.
$2.1BAssets managed
1,088Clients
20Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4348372
- Firm CRD
- 106817