user avatar

Anthony Christian Pritzel

Advisor at Equitable Advisors — Richmond, MO

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Richmond, MO 64085

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,620

Across 968 offices

Clients per advisor

16 Very Low

Avg AUM per client

$570,841 High

HNW client ratio

47% Very High

About

Anthony Pritzel is a financial advisor with Equitable Advisors in Richmond, MO, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at MWA Financial Services, Modern Woodmen of America, and Walmart. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients with a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

See office

Richmond, MO

717 East South Street

Richmond MO 64085

Advisors at this office

1

Most active in

Missouri

Work history

< 1 year of industry experience

Equitable Advisors, LLC

2026 - Present • 1 year

New York, NY

MWA Financial Services, Inc.

2025 - 2026 • 1 year

Rock Island, IL

Modern Woodmen of America

2025 - 2026 • 1 year

Rock Island, IL

Walmart

2025 - 2025 • 1 year

Richmond, MO

Kearney High School

2024 - 2024 • 1 year

Kearney, MO

Teamworkers Supplemental Staffing Agency

2023 - 2025 • 2 years

Prairie Village, MO

Velociti Inc.

2022 - 2023 • 1 year

Riverside, MO

Unemployed

2021 - 2022 • 1 year

Kearney, MO

Tiger Pool and Patio

2021 - 2021 • 1 year

Liberty, MO

Tiger Pool and Patio

2020 - 2020 • 1 year

Liberty, MO

Dominos

2019 - 2019 • 1 year

Liberty, MO

William Jewell College

2017 - 2021 • 4 years

Liberty, MO

Tiger Pool and Patio

2016 - 2017 • 1 year

Liberty, MO

Kearney High School

2015 - 2017 • 2 years

Kearney, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christine C

Series 63, Series 65

Excelsior Springs, MO

Dmk Advisor Group, Inc.

Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has operated Cagle Insurance, a sole proprietorship focused on Medicare and health insurance products, since 2011. DMK Advisor Group, Inc. manages approximately $84.5 million in assets and offers discretionary and non-discretionary portfolio management along with financial planning to individuals, small businesses, trusts, and retirement plans. The firm utilizes mutual funds and ETFs with a combination of technical and fundamental analysis and operates as both a registered investment adviser and an independent broker-dealer.

Wealth management Active portfolio management
user avatar

Justin L

Series 65

Excelsior Springs, MO

Black Knight Wealth Management, LLC

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in contract positions with Serco and Northrop Grumman, and held operational roles at Kansas City Structural Steel and Mid America Roofing. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a disciplined investment process that includes fundamental, quantitative, and technical analyses, managing accounts primarily on a discretionary basis using model and customized strategies.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive

Richard B

Series 65, Series 63

Richmond, MO

Edward Jones

Richard Bidding is a financial advisor with Edward Jones, holding Series 65 and Series 63 licenses and over 42 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he owns a machinery leasing business, B & M National Services, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of investment strategies and affiliated financial services.

General retirement planning Retired Founder/Business Owner Executive
user avatar

Christina C

Series 63, Series 65

Lexington, MO

Cambridge Investment Research Advisors

Christina Caldwell is a financial advisor with Cambridge Investment Research Advisors in Lexington, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cambridge Investment Research in various capacities since 2012. Caldwell is also involved as an independent insurance agent through Riveroak Wealth Management LLC and works as a 1099 contractor under Comprehensive Wealth Advisor. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions delivered through independent financial professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Brett S

CFP®, Series 66

Richmond, MO

Edward Jones

Brett Smoot is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Richmond, MO. He has 10 years of industry experience, including two years at AXA Advisors, LLC prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
user avatar

Corbin M

Series 65, Series 63

Richmond, MO

Edward Jones

Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at American Century Investment Services and DoorDash, Inc., as well as various work and academic appointments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a nationwide network of about 23,700 financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")