Tony M. Pritchett

WELLTH ADVISORY SERVICES

Westerville, OH 43081

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CRD#: 4594040

Professional summary

Tony M Pritchett, ChFC®, CLU® is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Westerville, Ohio and LPL FINANCIAL LLC located in Westerville, Ohio.

Tony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Tony has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tony M Pritchett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 5008 Pine Creek Drive, Westerville, OH 43081

RIA

CRD#: 330537

Westerville, OH

Current

April 28, 2023 - Present

LPL FINANCIAL LLC

Office #1: 5008 Pine Creek Dr Ste B, Westerville, OH 43081

RIA

CRD#: 6413

Westerville, OH

Past

May 1, 2023 - July 5, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Columbus, OH

Past

February 4, 2015 - May 11, 2023

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

COLUMBUS, OH

Past

April 9, 2014 - May 11, 2023

ONEAMERICA SECURITIES, INC.

CRD#: 4173

COLUMBUS, OH

Past

March 5, 2013 - December 31, 2013

HIGH STREET SECURITIES, INC.

CRD#: 104201

HOT SPRINGS, AR

Past

April 27, 2010 - March 28, 2011

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

Past

April 24, 2008 - April 15, 2010

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

December 20, 2006 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

DUBLIN, OH

Past

September 28, 2005 - December 20, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

Past

March 24, 2004 - August 26, 2004

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

January 27, 2003 - January 14, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/22/2023)

Florida
(5/18/2023)

Indiana
(5/18/2023)

Kentucky
(5/22/2023)

North Carolina
(5/23/2023)

Ohio
(4/28/2023)

IAR

Ohio
(6/28/2024)

Tennessee
(5/18/2023)

Virginia
(5/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/18/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/5/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/24/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV PART 2A (12/12/2025)

WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Tony M. Pritchett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tony M Pritchett's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

GLOBAL RETIREMENT PARTNERS LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

HIGH STREET SECURITIES, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE SECURITIES, LLC

1717 CAPITAL MANAGEMENT COMPANY

NATIONWIDE INVESTMENT SERVICES CORPORATION

FIFTH THIRD SECURITIES, INC.

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/18/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/5/2008

Series 6

Date: 1/24/2003

FINRA

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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