Pinnacle Advisors

CRD 106817 · Mansfield, OH · $2.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 106817
SEC number: 801-51715
Firm type: RIA
Assets under management: $2.1B as of Jun 11, 2026
Website: pinnacleadvisors.com ↗
Phone: 419-526-5226
Address: 6 West 3rd St., Mansfield, OH, 44902

Advisors at this firm

18 in our index · page 1 of 1

Scott Martin BrihnCRD 7690016 · Medina, OH

IA Registered
William Joseph CunninghamCRD 1799567 · Sarasota, FL

IA RegisteredRegistration inactive
Robert William DanuloffCRD 5495861 · Mansfield, OH

IA RegisteredRegistration inactive
Anthony GigliottiCRD 5447463 · Columbus, OH

IA RegisteredRegistration inactive
David William HeichelCRD 2453722 · Mansfield, OH

IA RegisteredRegistration inactive
Keith Allen HeichelCRD 2058597 · Medina, OH

IA Registered

Disclosure event(s) on record
Scott Andrew HeichelCRD 6214510 · Columbus, OH

IA Registered
William David HeichelCRD 4348372 · Tierra Verde, FL

IA Registered
Jennifer Suzanne HendersonCRD 2526343 · Mansfield, OH

IA Registered
Alex Joseph KulkaCRD 5828402 · Mansfield, OH

IA RegisteredRegistration inactive
Richard Frank KammerCRD 7402949 · Medina, OH

IA Registered
Christine Marie Larson-PostelCRD 5502277 · Mansfield, OH

IA Registered
Andrew Charles Lerda-PlogCRD 5998143 · Sarasota, FL

IA RegisteredRegistration inactive
Christopher W MeekCRD 4499957 · Mansfield, OH

IA Registered
Blake Alexander RudolphCRD 7242855 · Columbus, OH

IA RegisteredRegistration inactive
Gregory M SpickardCRD 7081381 · Medina, OH

IA Registered
Verdayne Lee WendlingCRD 2883904 · Medina, OH

IA Registered
Kory J WiitaCRD 7464143 · Medina, OH

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.