KA
Keith Allen Heichel
CRD 2058597
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pinnacle Wealth Planning Services, Inc.
President & Ceo · 5% – 10% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗