Unclaimed Profile

Joanne Pauline Scheperle

THE CENTRAL TRUST BANK·JEFFERSON CITY, Missouri

Series 7, Series 53, Series 63Clean record19 years registeredTHE CENTRAL TRUST BANK

111 EAST MILLER STREET, JEFFERSON CITY, MO 65102CRD# 2133996Firm CRD# 149262

Profile Verification

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

Identity

Joanne Pauline Scheperle · JEFFERSON CITY, MO

Registration

CRD #2133996 · THE CENTRAL TRUST BANK · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE CENTRAL TRUST BANK

CENTRAL TRUST BANK

Nov 2011 – Aug 2024

JEFFERSON CITY, MO

INVEST FINANCIAL CORPORATION

May 2007 – Nov 2011

JEFFERSON CITY, MO

PFIC ADVISORS, INC.

Sep 2006 – May 2007

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 53

Series 63

Registration record

First registered · September 29, 2006

Years registered · 19

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

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Frequently Asked Questions

What services does Joanne Pauline Scheperle offer?

Joanne Pauline Scheperle specializes in Investment Management, Wealth Management.

What are Joanne Pauline Scheperle's credentials?

Joanne Pauline Scheperle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanne Pauline Scheperle located?

Joanne Pauline Scheperle is based in JEFFERSON CITY, Missouri, last registered with THE CENTRAL TRUST BANK.

How does Joanne Pauline Scheperle charge for services?

Joanne Pauline Scheperle'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.

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