James Rotter - Central Investment Advisor for Central Bank of St. Louis

James T. Rotter

Vice President
Financial Advisor, LPL

1700 Clarkson Road
Chesterfield, MO 63017
p: (636) 736-3023
Email James
 
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"I work with individuals and families to create a customized plan based on their financial goals and tolerance for risk. I invite you to schedule a free review of your current financial situation to find out why my 20 plus years of knowledge and my approach to customization separates me from other financial advisors."

James knows everyone has different reasons to invest, depending on life stage and personal goals. Regardless of if you are planning for retirement, funding a child's (or grandchild's) education, or trying to figure out how to handle a 401(k) rollover, Jim is ready to assist.

In today's economy, sound financial planning is increasingly important. A personal financial plan can help you create a secure financial future. A sound plan considers your short- and long-term goals, current financial condition, comfort with risk and personal preferences. Even if you feel individual areas of your finances are under control, it's always a good idea to have a comprehensive evaluation of your total economic condition created. Jim offers this valuable service to families and individuals with no cost or obligation.

On the personal side, James is a 20-year veteran of the financial services industry. He, wife Sandy and daughter Rachel are long-time residents of the St. Charles and St. Louis area. He enjoys cooking, fantasy football and pets.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Central Bank and Central Investment Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Central Bank deposits and are not FDIC insured. These products are not obligations of Central Bank and are not endorsed, recommended or guaranteed by Central Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL representative associated with this website may discuss and/or transact business with residents of all states and the District of Columbia, except DE, ID, ND, RI.