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