Cutter & Company, Inc.

Cutter & Company, Inc. (CRD# 22449) is a financial advisory firm headquartered in Ballwin, MO. They manage $645,142,305 in 1,880 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    645
    MILLION
  • Total Number of Accounts
    1,880
    ACCOUNTS
  • Average Account Value
    $343,161
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, MD, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, UT, WA, WI

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

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

Steven Allread (CRD# 2957137) is an Investment Advisor Representative working at Cutter & Company, Inc. in Dayton, OH and has over 22 years of experience in the finance industry.

3
Joseph R. Beck
CRD#: 1790965
4600 Mexico Road, St. Peters, MO 63376

Joseph Beck (CRD# 1790965) is an Investment Advisor Representative working at Cutter & Company, Inc. in St. Peters, MO and has over 32 years of experience in the finance industry.

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

John Blattel (CRD# 2271365) is an Investment Advisor Representative working at Cutter & Company, Inc. in Columbia, MO and has over 28 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
1258 Jungermann Rd, St. Peters, MO 63376

Robert Blattel (CRD# 2092933) is an Investment Advisor Representative working at Cutter & Company, Inc. in St. Peters, MO and has over 30 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
Scott A. Blattel
CRD#: 4644901
1258 Jungermann Rd, St. Peters, MO 63376

Scott Blattel (CRD# 4644901) is an Investment Advisor Representative working at Cutter & Company, Inc. in St. Peters, MO and has over 15 years of experience in the finance industry.

7
Linda M. Bryant
CRD#: 1463490
15415 Clayton Road, Ballwin, MO 63011

Linda Bryant (CRD# 1463490) is an Investment Advisor Representative working at Cutter & Company, Inc. in Ballwin, MO and has over 34 years of experience in the finance industry.

8
Benjamin J. Castiglioni
CRD#: 6236150
15415 Clayton Road, Ballwin, MO 63011

Benjamin Castiglioni (CRD# 6236150) is an Investment Advisor Representative working at Cutter & Company, Inc. in Ballwin, MO and has over 5 years of experience in the finance industry.

9
Deborah M. Castiglioni
CRD#: 1937591
15415 Clayton Road, Ballwin, MO 63011

Deborah Castiglioni (CRD# 1937591) is an Investment Advisor Representative working at Cutter & Company, Inc. in Ballwin, MO and has over 31 years of experience in the finance industry.

10
Jacqueline N. Castiglioni
CRD#: 5923579
15415 Clayton Road, Ballwin, MO 63011

Jacqueline Castiglioni (CRD# 5923579) is an Investment Advisor Representative working at Cutter & Company, Inc. in Ballwin, MO and has over 5 years of experience in the finance industry.

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