Cutter & Company, Inc. | Financial Advisor in Ballwin ,MO

15415 Clayton Road
Ballwin, MO 63011
Phone: (636) 537-8770

The Opportunity You Deserve.


About

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
Firm Start Year:   1988
No.of Employees:   10-19
Insurance License#:   0283788
States Licensed in:   MO
Qualifications & Memberships
Insurance and Annuity Licenses:   Long Term Care , Variable Life , Life , Disability , Variable Annuity , Health , Annuity
Financial Organization Memberships:   Paladin Registry , Financial Planning Association (FPA) , National Association of Insurance and Financial Advisors (NAIFA) , Estate Planning Council of St Louis


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets , Hourly


Education
Bachelor of Science in Business, Minor in Marketin - Business  Maryville College  - Maryville College
December 1975-May 1978



FAQs

  • Do you have a customer satisfaction or refund policy? fees are paid quarterly, in advance. Any unused portion of that fee would be returned to the client should they terminate their account.
  • What are your qualifications? What is your education background? BA in Business Administration from Maryville College, with the following designations: AIF, CLU, ChFC, Series 7, 24, 27, 86, 87, 4, 31, 53, & 63
  • What is your approach to financial planning? Personalized to meet the client's needs.
  • What services do you offer? Financial Planning , Estate Planning and Money Management with a full range of insurance products
  • How many clients do you currently manage? Approximately 90
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William L. Meyer

William L. Meyer

CLUŽ, ChFC®, AIF

Biography


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 58, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the National Association of Insurance and Financial Advisors 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 40 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, 2009, 2010, 2011, 2012, 2013, & 2014 as a FIVE STAR WEALTH MANAGER in the category of ?Best in Client Satisfaction Wealth Managers?.

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My Services


Financial Advice & Consulting

Comprehensive financial and estate planning is available-- use my years of experience to your advantage.


Financial Planning for Businesses

Succession planning, retirement plans, etc. My client base is 85% small business owners.


Portfolio Management

Money management is done directly not generally utilizing mutual funds and outside separate account managers. We tend to be value managers utilizing a discounted cash flow model similar to Warren Buffet--you know, and can follow, and understand what you own.


Communities Served

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

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM
Sat. 10:00 AM - 3:00 PM

Compensation Arrangements

Check

Awards & Recognitions


5 Star Wealth Managers Award
(01/01/2008)

Awarded for the last 5 years