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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Cutter & Company, Inc. Chesterfield, MO Mar 1986 - Current 30
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
    563
    MILLIONS
  • Total Number of Accounts
    2,100
    ACCOUNTS
  • Average Account Value
    $267,908
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
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.

AZ, CA, FL, GA, IA, IL, IN, KS, KY, LA, MA, MO, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TX

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BADGES
106
Verified Page
Data verified by both the advisor and the public regulatory data.

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