William L. Meyer
Cutter & Company, Inc.
Ballwin, MO 63011
The Opportunity You Deserve.
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.
- SEC File# 839590
- CRD# 1018380
- Firm CRD# 22449
- Insurance License# 0283788
- Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87
| 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 |
| 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
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?.
My Services
Financial Advice & Consulting |
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Comprehensive financial and estate planning is available-- use my years of experience to your advantage. |
Financial Planning for Businesses |
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Succession planning, retirement plans, etc. My client base is 85% small business owners. |
Portfolio Management |
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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
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |
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Sat. | 10:00 AM - 3:00 PM |
Compensation Arrangements
| Check |
Awards & Recognitions
(01/01/2008)
Awarded for the last 5 years