PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Jennifer Suzanne Henderson

CfoPinnacle Wealth Planning Services, Inc.CRD 2526343

About Jennifer Suzanne Henderson

Jennifer Suzanne Henderson is listed as Cfo at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH. Form ADV reports a beneficial ownership band of 5-10%. Jennifer Suzanne Henderson is associated with 4 registered advisers.

Reported ownership

Owns 5-10% of Pinnacle Wealth Planning Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jennifer Suzanne Henderson work?

Jennifer Suzanne Henderson is listed as Cfo at Pinnacle Wealth Planning Services, Inc. on SEC Form ADV.

How much of Pinnacle Wealth Planning Services, Inc. does Jennifer Suzanne Henderson own?

Form ADV reports a beneficial ownership band of 5-10%.

Pinnacle Wealth Planning Services, Inc.

TitleCfo
Ownership5-10%
Control personYes
Since2007

Pinnacle Wealth Planning Services, Inc.

TitleCo-Trustee Of The Scott A. Heichel Irrevocable Trust Dated 2010 & The Adam J. Heichel Irrevocable Trust Dated 2010
Ownership10-25%
Control personYes
Since2010

Pinnacle Wealth Planning Services, Inc.

TitleCo-Trustee Of The David W. Heichel Irrevocable Trust Dated 2016
Ownership5-10%
Control personYes
Since2016

Pinnacle Wealth Planning Services, Inc.

TitleCo-Trustee Of The David W. Heichel Irrevocable Trust Dated 2020 And The Jennifer S. Henderson Irrevocable Trust Dated 2020
Ownership10-25%
Control personYes
Since2020