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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

4,706

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Anthony Pritzel is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has been in the financial industry since 2025, with prior experience at MWA Financial Services, Inc., Modern Woodmen of America, and roles outside finance including positions at Walmart and Kearney High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

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 plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

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Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

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

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

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

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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 five years of industry experience. She holds Series 63 and Series 65 licenses and has been with DMK Advisor Group since 2020. In addition to her advisory role, she is the sole owner of The Peak Financial Services, LLC, operating under DBA Cagle Insurance, where she provides Medicare, health insurance, life insurance, and annuity products in Missouri and Kansas. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary account management using mutual funds and ETFs, combining technical and fundamental analysis with regular monitoring and rebalancing.

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 in Richmond, MO, holding Series 65 and Series 63 licenses and possessing 42 years of industry experience. He has worked with Edward Jones since 1985. Outside of advising, 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 with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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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
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Corbin M

Series 63, Series 65

Richmond, MO

Edward Jones

Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Edward Jones, he worked at American Century Investment Services and DoorDash, Inc. He has also held various roles in education and small business operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a nationwide network of financial advisors and branch offices.

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