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Find Top Financial Advisors in Highland, Illinois

How To Find Trusted Financial Advisors in Highland, Illinois

Qualified Financial Advisors in Highland, Illinois

VETTED
Financial Advisor
David NaertOppenheimer & Company1 N. Brentwood BlvdClayton, MO 63105
Experience40 Years
AUM$500,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
William L. MeyerCLU®, AIF®, ChFC®Cutter & Company, Inc.15415 Clayton RoadBallwin, MO 63011
Experience39 Years
AUM$0
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Highland, Illinois

David Naert
VETTED
David Naert
Oppenheimer & Company
About David Naert
My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.
About Oppenheimer & Company
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1532335Firm CRD# 249Series 4, 6, 7, 23, 63, 65
Compensation/Fee
Fee-Based, Based on Assets
Office Location
1 N. Brentwood Blvd,Suite 600,Clayton,MO 63105
Phone Number
314-746-2540
William L. Meyer
VETTED
William L. MeyerCLU®, AIF®, ChFC®
Cutter & Company, Inc.
About William L. Meyer
William L. Meyer, AIF, CLU, ChFC,

William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 66, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the Broken & Beautiful Charitable Board - St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading.

In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 50 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses, also holds the following securities licenses; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87.

He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008-2023 as a FIVE STAR WEALTH MANAGER in the category of "Best in Client Satisfaction Wealth Managers".
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.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 1018380Firm CRD# 22449Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87
Compensation/Fee
Fee-Based, Based on Assets
Office Location
15415 Clayton Road,Ballwin,MO 63011
Phone Number
636-537-8770

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