Paladin Research Report For:

William L. Meyer

Cutter & Company, Inc.

AIF®ChFC®CLU®
15415 Clayton Road
Ballwin, MO 63011
636-537-8770
Visit Website
www.cutterco.com

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
  • 39
Number of Years with Current Firm
  • 35
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
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • 95
Advisor's Number of Managed Clients
  • 95
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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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