Gregory P. Berg

CENTRAL TRUST BANK

COLUMBIA, MO 65201

Some features on this profile are disabled

CRD#: 4526237

Professional summary

Gregory Paul Berg is a registered financial advisor currently at CENTRAL TRUST BANK located in Columbia, Missouri.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gregory has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Paul Berg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 18, 2025 - Present

CENTRAL TRUST BANK

Office #1: 720 E. Broadway Fl. 4, Columbia, MO 65201

RIA

CRD#: 149262

COLUMBIA, MO

Past

October 19, 2006 - January 13, 2012

LEGACY WEALTH PARTNERS, LLC

RIA

CRD#: 130472

OVERLAND PARK, KS

Past

April 10, 2001 - December 1, 2006

ATWOOD & PALMER, INC.

RIA

CRD#: 104995

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTRAL TRUST BANK

CENTRAL TRUST BANK | THE CENTRAL TRUST BANK

CRD#: 149262 / SEC#: 801-69885

RIA

Registered Investment Advisory firm - (2/26/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(2/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CENTRAL TRUST BANK

CENTRAL TRUST BANK | THE CENTRAL TRUST BANK

CRD#: 149262 / SEC#: 801-69885

RIA

Registered Investment Advisory firm - (2/26/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

111 East Miller Street, Jefferson City, MO 65102

Mailing Address

Phone number

(573) 634-1105

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 508,626,859

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2024	Cover Page	Report
12/20/2023	Cover Page	Report
11/30/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Fialkowski

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

Casey Mack

THE SUM

IAR

The Woodlands, TX

Mark Rylance

RS CRUM INC.

IAR

Newport Beach, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory P. Berg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Paul Berg's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTRAL TRUST BANK

LEGACY WEALTH PARTNERS, LLC

ATWOOD & PALMER, INC.

Primary Firm SEC Registration

CENTRAL TRUST BANK

State Registrations and Notice Filings

Exams

Current Firm

CENTRAL TRUST BANK

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CENTRAL TRUST BANK

TRUST BUT VERIFY

Similar Advisors