William Meyer
Ballwin, Missouri, 63011
Member Since 2006
Serving you by helping you grow and preserve your wealth is my primary concern. Income distribution during retirement, money management (helping create and preserve wealth), estate transfer, and charitable giving strategies are some of the main services provided to my clients. My greatest value to you is putting your needs first and my 31 years of experience.
My Location
Background Information
Years of Financial Experience
- 31
Education
- Maryville College (BS)
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- First Clearing
Additional Business Practices
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 1018380
- Securities Registrations: Series 65, Series 63, Series 7, Series 6, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Property & Casualty
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Asset allocation, Performance Reporting, Tax Efficient Strategies
Visit Website - http://www.cutter-co.com
Latest Articles
By William Meyer
- Memorandum-June 2011
- Memorandum-April
- Positive Outlook vs. Media Double Dip 8/23/10
- Memo 4/12/10
- Memo 2/9/10