linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cynthia Kay Whitman

Cutter & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cynthia? Claim Your Profile

About Cynthia Kay Whitman

Cynthia Whitman is an investment advisor representative at Cutter & Company, Inc. She has been in the financial industry since 2009 and is registered with the states of Arizona, Florida, Georgia, Missouri, New York, and Texas. Cynthia has experience working with a variety of client types, including individuals, corporations, charitable organizations, and pension plans. She offers financial planning, portfolio management, and selection of other advisors.

Firm Information

Cynthia Whitman 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cynthia Whitman’s Registration & Firm History

MO

06/12/2023 - Present

Cutter & Company, Inc. (BALLWIN MO)

MO

08/24/2009 - 02/27/2020

EDWARD JONES (ELLISVILLE MO)

Not sure if Cynthia Kay Whitman is right for you?

Licenses & Designations

BOTH

Issued 09/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Cynthia Kay Whitman. Review regulatory record here.
Not sure if Cynthia Kay Whitman is right for you?