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Barbara Mary Bolk

Cutter & Company, Inc.

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About Barbara Mary Bolk

Barbara Mary Bolk is a financial advisor with Cutter & Company, Inc. Barbara has been in the financial services industry since March 17, 2002 and has experience with clients of all types. Prior to joining Cutter & Company, Barbara worked at Kovack Securities INC. and PRUCO SECURITIES, LLC. Barbara is a registered representative with FINRA and holds Series 6, Series 63, and SIE licenses.

Firm Information

Barbara Bolk 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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Barbara Bolk’s Registration & Firm History

MO

01/10/2018 - Present

Cutter & Company, Inc. (CHESTERFIELD MO)

MO

08/19/2013 - 12/31/2017

KOVACK SECURITIES INC. (CHESTERFIELD MO)

MO

02/05/2001 - 07/18/2012

PRUCO SECURITIES, LLC. (CHESTERFIELD MO)

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Licenses & Designations

BC

Issued 03/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Barbara Mary Bolk. Review regulatory record here.
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