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Gregory Paul Berg

Central Trust Bank

Jefferson City, MO

Columbia, MO

CRD 4526237

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Employer firm

Central Trust Bank CRD 149262

$554M regulatory AUM 3,346 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Central Trust Bank

111 East Miller Street, Jefferson City, MO 65102 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-02-18
  • MO RA
    APPROVED
    Since 2025-02-18

Branch Locations

111 East Miller Street, Jefferson City, MO 65102 • United States

720 E. Broadway Fl. 4, Columbia, MO 65201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Central Bancompany Columbia MO 03/2010 Present
Central Trust Bank Columbia MO 01/2025 Present
  • 03/2010 → Present
    Central Bancompany
    Columbia, MO
  • 01/2025 → Present
    Columbia, MO
Previous Registrations
  • 2006-10-19 → 2012-01-13
    Legacy Wealth Partners, Llc
    Overland Park, KS
  • 2001-04-10 → 2006-12-01
    Kansas City, MO
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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