William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011

636-537-8770

The Opportunity You Deserve.

About Cutter & Company, Inc.

Providing Resources That Offer Investors the Freedom of Financial Security

Located in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits.

Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.

General Information

Firm Start Year

1988

No.of Employees

10-19

CRD#

1018380

Firm CRD#

22449

Insurance License#

0283788

States Licensed in

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary® (AIF), Chartered Life Underwriter (CLU®)

Securities Licenses

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

Insurance and Annuity Licenses

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

Financial Organization Memberships

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

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Education

Bachelor of Science in Business, Minor in Marketin - Business

Maryville College
December 1975 - May 1978

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