Pinnacle Wealth Planning Services, Inc.
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 1,088
- Avg AUM / client
- $2.0M
- Accounts
- 3,994
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 587 | $159M | 7.46% |
| High net worth individuals | 477 | $1.9B | 90.4% |
| Banking or thrift institutions | Fewer than 5 | — | — |
| Pension and profit sharing plans | 11 | $10.1M | 0.47% |
| Charitable organizations | 6 | $12.4M | 0.58% |
| State or municipal government entities | Fewer than 5 | — | — |
| Other investment advisers | Fewer than 5 | — | — |
| Insurance companies | Fewer than 5 | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | — | — |
| Corporations and other businesses | 7 | $22.7M | 1.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Korber Pharma, Inc. Savings Plan Korber Pharma, Inc. | 2024 |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William David Heichel | Chairman Of The Board | CFP | Apr 1982 (44y) | Less than 5% |
| Jennifer Suzanne Henderson | Coo & Cco | CFP | Jan 2007 (20y) | 5% – 10% |
| Keith Allen Heichel | President & Ceo | CFP | Feb 2007 (19y) | 5% – 10% |
| Heichel, Adam, Jospeh | Co Trustee Of The Adam J. Heichel Irrevocable Trust Dated 2010 | Dec 2010 (16y) | 5% – 10% | |
| Scott Andrew Heichel | Cio | CFP CFA | Feb 2016 (10y) | Less than 5% |
| David William Heichel | Vp Marketing | CFP | Mar 2019 (7y) | Less than 5% |
| Heichel, Kathleen, E. | Treasurer & Board Member | Dec 2020 (6y) | Less than 5% | |
| Christopher W Meek | Registered representative | Dec 2006 (20y) | ||
| Verdayne Lee Wendling | Registered representative | CFP | Feb 2007 (19y) | |
| Christine Marie Larson Postel | Registered representative | CFP | Mar 2008 (18y) | |
| William Joseph Cunningham | Registered representative | CFP Chartered Financial Consultant | Jun 2019 (7y) | |
| Kory J Wiita | Registered representative | CFP | Nov 2021 (5y) | |
| Richard Frank Kammer | Registered representative | CFP | Jan 2023 (4y) | |
| Scott Martin Brihn | Registered representative | CFP | Mar 2023 (3y) | |
| Alex Joseph Kulka | Registered representative | Jan 2024 (3y) | ||
| Blake Alexander Rudolph | Registered representative | Jan 2024 (3y) | ||
| Gregory M Spickard | Registered representative | Aug 2024 (2y) | ||
| Robert William Danuloff | Registered representative | Oct 2024 (2y) | ||
| Andrew Charles Lerda Plog | Registered representative | CFP | Nov 2024 (2y) | |
| Anthony Gigliotti | Registered representative | CFP | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Keith A. Heichel Irrevocable Trust Dated 2020 | Owner | Dec 2020 | A | 10% – 25% |
| The Jennifer S Henderson Irrevocable Trust Dated 2020 | Owner | Dec 2020 | A | 10% – 25% |
| The David S. Heichel Irrevocable Trust Dated 2020 | Owner | Dec 2020 | A | 10% – 25% |
| The Adam Heichel Irrevocable Trust Dated 2020 | Owner | Dec 2020 | A | 10% – 25% |
| The Scott A. Heichel Irrevocable Trust Dated 2020 | Owner | Dec 2020 | A | 10% – 25% |
| The David S. Heichel Irrevocable Trust Dated 2016 | Owner | Dec 2020 | A | 5% – 10% |
| The Scott A. Heichel Irrevocable Trust Dated 2010 | Owner | Dec 2020 | A | 5% – 10% |
| The Adam Heichel Irrevocable Trust Dated 2010 | Owner | Dec 2020 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Korber Pharma, Inc. Savings Plan | Korber Pharma, Inc. | 192 | $18.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $600M (28% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗