Insights

Regional footprint Opportunity to cross-sell wealth management and advisory services across Missouri, Kansas, Oklahoma and Illinois by highlighting centralized advisory support from a broad network of 30+ financial advisors.

Independent but backed Leverage the firm’s affiliation with LPL Financial to position access to a wide range of investment products and custodial capabilities while emphasizing fiduciary-aligned, client-first advisory service.

Tech enablement Highlight potential for enhanced client experience and efficiency through existing tech stack (AWS, Azure, iCIMS, SendGrid, Piwik PRO) to support digital onboarding, marketing automation, and data-driven advisory insights.

Growth capacity With revenue in the mid-eight-figure range and a lean staff, there is room to scale via expanded advisor recruitment, expanded service lines (retirement planning, estate planning), and deeper bank-partner collaborations.

Competitive positioning Position as a client-centric, jargon-free advisor in a region serviced by multiple large brokerages; emphasize personalized planning and regional accessibility to win clients who value local, relationship-driven oversight.

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Central Investment Advisors Tech Stack

Central Investment Advisors uses 8 technology products and services including Reddit Ads, The Trade Desk, iCIMS, and more. Explore Central Investment Advisors's tech stack below.

Central Investment Advisors's Email Address Formats

Central Investment Advisors uses at least 4 email formats:
Central Investment Advisors Email FormatsExamplePercentage
FLast@centralinvestment.netJDoe@centralinvestment.net
86%
Last@centralinvestment.netDoe@centralinvestment.net
7%
First@centralinvestment.netJohn@centralinvestment.net
4%
First.Last@centralinvestment.netJohn.Doe@centralinvestment.net
3%

Frequently Asked Questions

What is Central Investment Advisors's phone number?

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You can contact Central Investment Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Central Investment Advisors's official website and social media links?

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Central Investment Advisors's official website is centralinvestment.net and has social profiles on LinkedIn.

How much revenue does Central Investment Advisors generate?

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As of September 2026, Central Investment Advisors's annual revenue is estimated to be $10M - $25M.

What is Central Investment Advisors's NAICS code?

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Central Investment Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Central Investment Advisors have currently?

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As of September 2026, Central Investment Advisors has approximately 9 employees across 1 continents, including North America. Key team members include Vice President: S. T. and Senior Vice President: T. C. Explore Central Investment Advisors's employee directory with LeadIQ.

What industry does Central Investment Advisors belong to?

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Central Investment Advisors operates in the Financial Services industry.

What technology does Central Investment Advisors use?

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Central Investment Advisors's tech stack includes Reddit Ads, The Trade Desk, iCIMS, Amazon Web Services, SendGrid, Mimecast Secure Email Gateway, Microsoft Azure and Piwik PRO Core.

What is Central Investment Advisors's email format?

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Central Investment Advisors's email format typically follows the pattern of FLast@centralinvestment.net. Find more Central Investment Advisors email formats with LeadIQ.

When was Central Investment Advisors founded?

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Central Investment Advisors was founded in 1994.
Central Investment Advisors logo

Central Investment Advisors

Financial ServicesMissouri, United States2-10 Employees

Central Investment Advisors is a financial services firm based in Jefferson City, Missouri, serving clients across Missouri, Kansas, Oklahoma and Illinois. The firm operates with a team of more than 30 financial advisors who are located within the facilities of Central Bancompany's 13 banks.

It emphasizes a client-centered approach, taking time to understand individual goals and explaining financial concepts in clear, jargon-free language. The firm aims to help clients make well-reasoned financial decisions in both favorable and challenging markets by offering sound, principled recommendations.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Central Investment Advisors's revenue is estimated to be in the range of $10M - $25M

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