Unclaimed Profile

David William Roehl

THE CENTRAL TRUST BANK·JEFFERSON CITY, Missouri

Series 65Clean record10 years registeredTHE CENTRAL TRUST BANK

238 MADISON STREET, JEFFERSON CITY, MO 65101CRD# 6250206Firm CRD# 149262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David William Roehl · JEFFERSON CITY, MO

Registration

CRD #6250206 · THE CENTRAL TRUST BANK · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE CENTRAL TRUST BANK

CENTRAL TRUST BANK

Mar 2016 – Jul 2022

JEFFERSON CITY, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 31, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE CENTRAL TRUST BANK

CRD 149262 · SEC 801-69885

AUM

$490M

Regulatory assets under management

Employees

16 client accounts

Services offered by THE CENTRAL TRUST BANK

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE CENTRAL TRUST BANK →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JEFFERSON CITY?

Browse all registered financial advisors in JEFFERSON CITY, Missouri or claim this profile if it's yours.

Browse JEFFERSON CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David William Roehl offer?

David William Roehl specializes in Investment Management, Wealth Management.

What are David William Roehl's credentials?

David William Roehl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David William Roehl located?

David William Roehl is based in JEFFERSON CITY, Missouri, last registered with THE CENTRAL TRUST BANK.

How does David William Roehl charge for services?

David William Roehl's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CENTRAL TRUST BANK?

THE CENTRAL TRUST BANK has approximately 2 employees and manages $490M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →