David
Harbeitner
Pinnacle Wealth Planning Services, Inc
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About this Advisor
David Harbeitner is a certified financial planner operating in Saint Petersburg, Florida who has 10 years of industry experience. Harbeitner is an employee of Pinnacle Wealth Planning Services, Inc. During their career, Harbeitner has held roles at Harbado Services, LLC, Harbado Services, LLC Dba Take Action Financial Planning, Pinnacle Wealth Planning Services, Inc and Harbado Services LLC Dba Take Action Financial Planning. Harbeitner has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to operate in Florida. Pinnacle Wealth Planning Services, Inc is a financial advisory company based out of Mansfield, OH. It has offices in five locations and a total of 25 people on staff. It administers $2 billion in assets among its 2,743 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves six charities and foundations. Of its 2,743 accounts, 36% belong to high-net-worth clients who have greater than $1 million in assets. Pinnacle Wealth Planning Services, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically depend on the services offered. However, fees charged by Pinnacle Wealth Planning Services, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth Planning Services, Inc Brokerage Details
$1,609,402,664
25
2,743
$586,731
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Harbeitner Work History
David has been registered as a financial advisor for 10 years.*
Harbado Services LLC Dba Take Action Financial Planning
Pinnacle Wealth Planning Services, Inc
Harbado Services, LLC Dba Take Action Financial Planning
Harbado Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Harbeitner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Wealth Planning Services, Inc
Mansfield, OH
Columbus, OH
Medina, OH
Mansfield, OH
Saint Petersburg, FL
Columbus, OH
Mansfield, OH
Mansfield, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
