William MeyerCRD Number: 1018380
Current Firm: Cutter & Company, Inc.
Compensation Model: Both
Bill Meyer (CRD# 1018380) is President of Cutter Company and specilzes in helping small business owners. Bill works like a financial physician, diagnosing business and family monetary positions, subsequently providing remedies to their problems or ideas to improve their overall financial fitness.
A 1978 graduate from Maryville College, Bill earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983. In January, 2013, Bill obtained the Accredited Investment Fiduciary designation (“AIF®”) authorized by the Center for Fiduciary Studies.
Bill has been in the insurance industry since 1977 and the securities industry since 1984.
- Investment management
- Estate planning
- Retirement planning
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Business executives
- Small business owners
- Approaching retirement
- Mid-career professionals
Bill and his team at Cutter and Company utilize a sophisticated simulation called Envision® to create financial plans for their clients. With the aid of this unique investment planning tool, Bill can analyze the delicate balance needed for you to move confidently toward your goals without undue compromise to your lifestyle or unnecessary investment risk.
The process also considers potential personal circumstances such as protecting your family and assets with the appropriate insurance if you were to have a long-term disability or untimely death.
The science of statistical modeling was created to help people make better decisions in the face of uncertainty. It is a way of estimating the possible future course of your investments and discerning changes that might be needed to strike an optimal balance between today and tomorrow.
The Envision® process will assist you in monitoring progress toward your financial goals, adapting to changing conditions and helping to manage investment risk. The approach is designed to bring new simplicity to pursuing your financial goals and new clarity to your overall investment decisions.
Bill believes that planning is a process, one which needs to be updated regularly, to reflect new realities in your investments — and your life.
Envision® is a registered service mark of Wells Fargo & Company and used under license.
|Cutter & Company, Inc.||Chesterfield, MO||Mar 1986 - Current||30|
|Bachelor of Science||Maryville College||Business||May 1978|
|Exam Code||Name||Passed Date|
|S4||Registered Options Principal Examination (OP)||Jan 1984|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Jan 1984|
|S7||General Securities Representative Examination (GS)||Jan 1984|
|S24||General Securities Principal Examination (GP)||Jan 1984|
|S27||Financial and Operations Principal Exam (FN)||Jan 1984|
|S31||Futures Managed Funds Examination||Jan 1984|
|S53||Municipal Securities Principal Examination (MP)||Jan 1984|
|S86 and 87||Research Analyst Examination (RS)||Jan 1984|
|S63||Uniform Securities State Law Examination||Jun 1984|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management563MILLIONS
Total Number of Accounts2,100ACCOUNTS
Average Account Value$267,908
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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