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Central Trust Bank CRD 149262
$554M regulatory AUM 3,346 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 East Miller Street, Jefferson City, MO 65102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-14 |
| KS | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
| MO | RA | APPROVED | 2025-02-12 |
Branch Locations
111 East Miller Street, Jefferson City, MO 65102 • United States
3333 S National Ave. Fl. 3, Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pension Consultants, Inc. | Springfield | MO | 12/2015 | 04/2021 |
| Central Trust Company | Springfield | MO | 05/2021 | Present |
| Central Trust Bank | Springfield | MO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-20 |
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