William Meyer, financial advisor Ballwin MO
106 score

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.

Advisory Practice Details
Services Offered:
  • Investment management
  • Business
  • Life
  • Estate planning
  • Retirement planning
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • Business executives
  • Entrepreneurs
  • Small business owners
  • Approaching retirement
  • Mid-career professionals
  • Retirees
Planning Process:

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.

Professional Designations
Company Name Location Dates Years
Cutter & Company, Inc. Chesterfield, MO Mar 1986 - Current 30
Degree School Major Graduation Date
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
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, 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
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/
Firm Website: http://www.cutter-co.com
Registered State(s):
  • AZ
  • NJ
  • SC
  • CA
  • FL
  • GA
  • IL
  • MO
  • KS
  • KY
  • MA
  • OK
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Ready to hire a financial advisor? Get competitive proposals from William Meyer and other advisors.
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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.