Cutter & Company, Inc.

Cutter & Company, Inc. (CRD# 22449) is a financial advisory firm headquartered in Ballwin, MO. They manage $562,607,739 in 2,100 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    563
    MILLION
  • 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

Financial Advisors at Cutter & Company, Inc.
Showing 1 - 10 of 40 top financial advisors.
1
William L. Meyer
CRD#: 1018380
15415 Clayton Road, Ballwin, MO 63011
106
Wealthminder
score

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.

2
Chris Robb
CRD#: 2728332
8080 Ward Parkway STE 380, Kansas City, MO 64114
100
Wealthminder
score

Christopher Robb (CRD# 2728332) is an Investment Advisor Representative working at Cutter & Company, Inc. in Ballwin, MO and has over 6 years of experience in the finance industry.

3
Shon P. Anderson
CRD#: 5276913
2500 Kettering Tower, 40 N. Main St, Dayton, OH 45423
96
Wealthminder
score

Shon Anderson (CRD# 5276913) is an Investment Advisor Representative working at Cutter & Company, Inc. in Dayton, OH and has over 10 years of experience in the finance industry. Shon Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John T. Blattel
CRD#: 2271365
3610 Buttonwood Drive, Columbia, MO 65201
96
Wealthminder
score

John Blattel (CRD# 2271365) is an Investment Advisor Representative working at Cutter & Company, Inc. in Columbia, MO and has over 25 years of experience in the finance industry. John Blattel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert J. Blattel
CRD#: 2092933
15415 Clayton Road, Ballwin, MO 63011
96
Wealthminder
score

Robert Blattel (CRD# 2092933) is an Investment Advisor Representative working at Cutter & Company, Inc. in Ballwin, MO and has over 27 years of experience in the finance industry. Robert Blattel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Craig J. Freebersyser
CRD#: 4469427
15415 Clayton Road, Ballwin, MO 63011
96
Wealthminder
score

Craig Freebersyser (CRD# 4469427) is an Investment Advisor Representative working at Cutter & Company, Inc. in Ballwin, MO and has over 15 years of experience in the finance industry. Craig Freebersyser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Gary S. Sheller
CRD#: 1476642
15415 Clayton Road, Ballwin, MO 63011
96
Wealthminder
score

Gary Sheller (CRD# 1476642) is an Investment Advisor Representative working at Cutter & Company, Inc. in Ballwin, MO and has over 29 years of experience in the finance industry. Gary Sheller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Steven J. Allread
CRD#: 2957137
6450 Poe Avenue, Suite 510, Dayton, OH 45414
93
Wealthminder
score

Steven Allread (CRD# 2957137) is an Investment Advisor Representative working at Cutter & Company, Inc. in Dayton, OH and has over 19 years of experience in the finance industry.

9
Kathleen M. Bechmann
CRD#: 4644894
1001 Boardwalk Springs Place, Suite 111, O'Fallon, MO 63368
93
Wealthminder
score

Kathleen Bechmann (CRD# 4644894) is an Investment Advisor Representative working at Cutter & Company, Inc. in O'Fallon, MO and has over 11 years of experience in the finance industry.

10
Scott A. Blattel
CRD#: 4644901
1 Mid Rivers Mall Dr., Ste. 260, Saint Peters, MO 63376
93
Wealthminder
score

Scott Blattel (CRD# 4644901) is an Investment Advisor Representative working at Cutter & Company, Inc. in Saint Peters, MO and has over 12 years of experience in the finance industry.

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