Featured Business Financial Advisor in Ballwin, MO
Ballwin Financial Advisors
Cutter & Company, Inc.
15415 Clayton Road
Ballwin, MO 63011
(636) 537-8770
“The Opportunity You Deserve.”
Advisor Profile
William L. Meyer
Name:  William L. Meyer
Phone Number:  (636) 537-8770
Website:  Visit Website

About Cutter & Company, Inc.

Providing Resources That Offer Investors the Freedom of Financial Security

Located in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits.

Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.
 

General Information

States Willing to do Business in:    Arnold,Augusta,Barnhart,Bridgeton,Catawissa,Cedar Hill,Chesterfield,Clayton,Columbia,Defiance,Dittmer,Dupo,East Carondelet,East Saint Louis,Eureka,Fenton,Florissant,Foristell,Glencoe,Golden Eagle,Gray Summit,Grover,Grubville,Hazelwood,Herculaneum,High Ridge,Hillsboro,House Springs,Imperial,Labadie,Lake Saint Louis,Lovejoy,Madison,Maryland Heights,O Fallon,Pacific,Pevely,Portage Des Sioux,Robertsville,Saint Ann,Saint Charles,Saint Louis,Saint Peters,Valley Park,Venice,Villa Ridge,Wentzville,Many clients in other states too
States Licensed in:    MO
Insurance License#:    0283788
Firm CRD#:    22449
CRD#:    1018380
SEC File#:    839590
 

Qualifications & Memberships

Financial Organization Memberships:    Estate Planning Council of St Louis, Paladin Registry, Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 87, Series 86, Series 27, Series 63, Series 53, Series 31, Series 24, Series 7, Series 6, Series 4
Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary® (AIF)
 

Compensation and Fees

Compensation Methods:    Based on Assets, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
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