William L. Meyer
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".
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.
1018380
22449
839590
0283788
MO and many more
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
39
35
Businesses, Individual Investors, Non-Profit Organizations
Money Management, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers
Yes
Yes
Yes
Yes
I have a clean record
I have a clean record
ChFC®, AIF®, CLU®
Series 4, Series 6, Series 7, Series 24, Series 31, Series 53, Series 63, Series 27, Series 86, Series 87
Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability, Annuity
National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA), Estate Planning Council of St Louis
Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)
Your Office, Our Office, Video Conference
Fee-Based
$250,000
Based on Assets
1-1.50%
95
95
$80 million+
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
