user avatar

Anthony Pritzel

Advisor at MWA Financial Services Inc.

Updated today

About

Anthony Pritzel is a financial advisor at MWA Financial Services Inc. with Series 66 credentials and one year of experience. His prior work includes roles at Modern Woodmen of America, Walmart, and several other organizations. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker‑dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm provides tiered financial planning and both adviser-managed and third-party managed accounts, primarily on a non-discretionary basis, while combining advisory and broker-dealer activities.

Client services

Based on MWA Financial Services Inc.

Financial planning Portfolio management Selection of other advisers

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

$25-$10,000 for financial planning services

Percentage

$0+: 0.25-1.50% $0+: 0.05-1.50% (Advisory 401(k) plan assets)

Commissions

Commission-based fees from sales of securities, annuities, mutual funds, and other products; varies by product and transaction

Project-based

$25-$500 per hour for financial planning services

Other

Account minimum: $50,000 Fee-only: Financial Planning Services charged as hourly rates between $25 and $500 per hour and/or flat fees between $25 and $10,000

Location

Richmond, MO

Most active in

Kansas · Missouri · Oregon

Work history

MWA Financial Services, Inc.

2025 - Present (1 year)

Modern Woodmen of America

2025 - Present (1 year)

Walmart

2025 - 2025 (1 year)

Kearney High School

2024 - 2024 (1 year)

Teamworkers Supplemental Staffing Agency

2023 - 2025 (2 years)

Velociti Inc.

2022 - 2023 (1 year)

Tiger Pool and Patio

2021 - 2021 (1 year)

Tiger Pool and Patio

2020 - 2020 (1 year)

Dominos

2019 - 2019 (1 year)

Tiger Pool and Patio

2018 - 2018 (1 year)

William Jewell College

2017 - 2021 (4 years)

Kearney High School

2015 - 2017 (2 years)

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

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 experience in advisory services. His prior work includes contracts with Northrop Grumman and Serco, as well as roles in structural steel and roofing industries. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Stephen S

Series 63, Series 65

Excelsior Springs, MO

Missionsquare Retirement

Stephen Spear is a financial advisor with MissionSquare Retirement in Excelsior Springs, MO, holding Series 63 and Series 65 credentials. He is part of a multi-team advisory structure serving state and local government employers, their employees, and certain nonprofit entities. MissionSquare Retirement administers deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways offers discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, serving more than 40,000 participants.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning

Richard B

Series 63, Series 65

Richmond, MO

Edward Jones

Richard Bidding is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1985 and holds Series 63 and Series 65 licenses. Outside of advisory services, 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 broad range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2012. Caldwell also operates as an independent insurance agent through Riveroak Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and customized investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Brett S

CFP®, Series 66

Richmond, MO

Edward Jones

Brett Smoot is a financial advisor with Edward Jones in Richmond, MO, holding CFP® and Series 66 credentials and bringing nine years of industry experience. His prior roles include positions at Axa Advisors, LLC and AG Power Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

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 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 designations with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and DoorDash, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")