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Annemarie Wenner

Cutter & Company, Inc.

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About Annemarie Wenner

Annemarie Wenner is a registered representative with Cutter & Company, Inc., specializing in providing financial guidance to individuals and businesses. Annemarie has passed the Series 7TO, Series 63 and SIE exams and has been active in the industry since March 17, 2023. Annemarie's professional experience focuses on investments, portfolio management and financial planning. Annemarie's primary office is in Burton, Ohio and Annemarie is licensed in Ohio.

Firm Information

Annemarie Wenner is currently registered with Cutter & Company, Inc.. Cutter & Company, Inc. is a corporation formed in 1988, headquartered in BALLWIN, MO, USA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. It has regulatory assets under management of over $865 million and serves clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Cutter & Company, Inc.

15415 CLAYTON ROAD

BALLWIN, MO 63011

$865.62M

Assets Under Management

1,199

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Annemarie Wenner’s Registration & Firm History

OH

03/17/2023 - Present

Cutter & Company, Inc. (BURTON OH)

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Licenses & Designations

BC

Issued 07/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Annemarie Wenner.
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