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Kevin Heichel

Investment adviser representative at Pinnacle Advisors
13 yearsExperience
1 stateRegistered in
$2.1BFirm assets
30 yearsFirm in business

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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

13 years in the industry.

  1. Pinnacle AdvisorsAug 2026 to now
  2. PinnacleOct 2025 to now
  3. College WorksJan 2024 to Sep 2025
  4. StudentDec 2013 to Jan 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
8302553
Firm CRD
106817
Advisor's SEC record (opens in a new tab)
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