William Meyer, financial advisor Ballwin MO

William Meyer

CRD 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.

CONTACT
Similar Advisors
Craig Toberman, financial advisor Ballwin MO
Craig A. Toberman
CRD# 6306558
Toberman Becker Wealth, LLC
Similar Advisors
Zachary Han, financial advisor Ballwin MO
Zachary H. Han
CRD# 5259774
Moneta Group Investment Advisors, LLC
Similar Advisors
Jay Peters, financial advisor Ballwin MO
Jay W. Peters
CRD# 6463221
Cetera Investment Advisers LLC
Professional Designations
Company Name Location Dates Years
Cutter & Company, Inc. Chesterfield, MO Mar 1986 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William L. Meyer
Phone Number: 636-537-8770
Advisor Website: http://www.cutter-co.com/
Registered State(s):
  • AZ
  • CA
  • FL
  • GA
  • IL
  • KS
  • MA
  • MI
  • MO
  • NE
  • OH
  • SC
By the Numbers
  • Total Assets Under Management
    752
    MILLIONS
  • Total Number of Accounts
    2,306
    ACCOUNTS
  • Average Account Value
    $325,972
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from William Meyer and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.