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Nancy Weart Oneal

THE CENTRAL TRUST BANK·JEFFERSON CITY, Missouri
Unclaimed Profile
111 EAST MILLER STREET, JEFFERSON CITY, MO 65102CRD# 2185445Firm CRD# 149262
01

About

Nancy Weart Oneal is a registered financial advisor based in JEFFERSON CITY, Missouri, affiliated with THE CENTRAL TRUST BANK. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
THE CENTRAL TRUST BANK
CENTRAL TRUST BANK
AUM
$490M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at THE CENTRAL TRUST BANK →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2185445
Firm CRD# 149262
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Weart Oneal offer?
Nancy Weart Oneal specializes in Investment Management, Wealth Management. Contact their office in JEFFERSON CITY, Missouri for a consultation.
What are Nancy Weart Oneal's credentials?
Nancy Weart Oneal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Weart Oneal located?
Nancy Weart Oneal is based in JEFFERSON CITY, Missouri, working with THE CENTRAL TRUST BANK. Their office serves clients in the JEFFERSON CITY metropolitan area and surrounding communities.
How does Nancy Weart Oneal charge for services?
Nancy Weart Oneal'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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Other advisors in JEFFERSON CITY
Donald R. Perdue — THE CENTRAL TRUST BANKRita Elizabeth Tholt — BUILD ASSET MANAGEMENT, LLCMichael Kevin Mccoy — THE CENTRAL TRUST BANKSam Bryan Cook — THE CENTRAL TRUST BANKRobin Renee Holzschuh — THE CENTRAL TRUST BANK
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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