Richard Warren Bidding

Advisor at Edward Jones — Richmond, MO N College

Updated today

Credentials

Series 65, Series 63

Experience

42 years

Location

Richmond, MO 64085

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Richmond, MO N College

102 N College

Richmond MO 64085

Advisors at this office

2

Most active in

Missouri · Texas

Work history

42 years of industry experience

Edward D. Jones & CO., L.P.

1985 - Present • 41 years

Richmond, 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
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
user avatar

Anthony P

Series 66

Richmond, MO

Equitable Advisors

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.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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