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Robert Charles Schmidt

Cutter & Company, Inc.

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About Robert Charles Schmidt

Robert Schmidt is a financial advisor with Cutter & Company, Inc., Robert is a licensed and registered financial advisor in Missouri and Georgia. He has been in the financial services industry since 1996. He is also a registered representative of FINRA. Robert specializes in providing financial planning services to individuals and businesses. He is also experienced in portfolio management. Cutter & Company is a firm that has been in business for over 30 years and specializes in serving clients through a variety of investment services.

Firm Information

Robert Schmidt 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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Robert Schmidt’s Registration & Firm History

MO

12/08/2006 - Present

Cutter & Company, Inc. (BALLWIN MO)

MO

02/14/2002 - 12/06/2006

FLAGSTONE SECURITIES, LLC (ST. LOUIS MO)

MO

03/04/1996 - 11/14/2001

CUTTER & COMPANY, INC. (BALLWIN MO)

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Licenses & Designations

BC

Issued 06/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Charles Schmidt.
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