Central Trust Bank

Central Trust Bank (CRD# 149262) is a financial advisory firm headquartered in Jefferson City, MO. They manage $500,820,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    501
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $20,032,800
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Central Trust Bank
Showing 1 - 5 of 5 top financial advisors.
1
Michael K. McCoy
CRD#: 1568116
238 Madison Street, Jefferson City, MO 65101
96
Wealthminder
score

Michael McCoy (CRD# 1568116) is an Investment Advisor Representative working at Central Trust Bank in Jefferson City, MO and has over 30 years of experience in the finance industry.

2
Leslie C. Renn
CRD#: 5031385
238 Madison Street, Jefferson City, MO 65101
96
Wealthminder
score

Leslie Renn (CRD# 5031385) is an Investment Advisor Representative working at Central Trust Bank in Jefferson City, MO and has over 10 years of experience in the finance industry.

3
Joanne P. Scheperle
CRD#: 2133996
238 Madison Street, Jefferson City, MO 65101
96
Wealthminder
score

Joanne Scheperle (CRD# 2133996) is an Investment Advisor Representative working at Central Trust Bank in Jefferson City, MO and has over 25 years of experience in the finance industry. Joanne Scheperle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Donald R. Perdue
CRD#: 5633000
238 Madison Street, Jefferson City, MO 65101
90
Wealthminder
score

Donald Perdue (CRD# 5633000) is an Investment Advisor Representative working at Central Trust Bank in Jefferson City, MO and has 1 year of experience in the finance industry.

5
David W. Roehl
CRD#: 6250206
238 Madison Street, Jefferson City, MO 65101
87
Wealthminder
score

David Roehl (CRD# 6250206) is an Investment Advisor Representative working at Central Trust Bank in Jefferson City, MO and has 1 year of experience in the finance industry.

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