WilliamL. Meyer- Financial Advisor Ballwin, MO

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About William L. Meyer

William L. Meyer, AIF, CLU, ChFC,

William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 66, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the Broken & Beautiful Charitable Board - St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading.

In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 50 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses, also holds the following securities licenses; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87.

He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008-2023 as a FIVE STAR WEALTH MANAGER in the category of "Best in Client Satisfaction Wealth Managers".

See Disclosures

General Information

Firm Start Year

1988

No. of Employees

10-19

CRD#

1018380

Firm CRD#

22449

Insurance License#

0283788

States Licensed in

MO and many more

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Money Management, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®, AIF^®, CLU^®

Securities Licenses

Series 4, Series 6, Series 7, Series 24, Series 31, Series 53, Series 63, Series 27, Series 86, Series 87

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability, Annuity

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA), Estate Planning Council of St Louis

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

$80 million+

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1-1.50%

Education

Bachelor of Science in Business, Minor in Marketin - Business

Maryville College
December 1975 -May 1978

Bachler's - Business

Maryville
5/1975 -12/1979

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1879336/paladinregistry-Cutter-&-Company,-Inc.-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

William L. Meyer

Cutter & Company, Inc.