Kirk
Halveland
Cutter & Company, Inc
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About this Advisor
Kirk Halveland is a financial advisor based in Fenton, Missouri, working with Cutter & Company, Inc. Kirk has previously held a position at Cutter & Company, Inc. Kirk has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Connecticut, Florida, Illinois, Missouri, and Texas. Currently, Kirk is part of Cutter & Company, Inc, which operates out of Fenton, Missouri. The firm has 17 offices and 49 employees. The firm manages assets totaling $865.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cutter & Company, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cutter & Company, Inc Brokerage Details
$865,616,238
49
2,329
$371,669
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kirk Halveland Work History
Cutter & Company, Inc
Disclosures
Please visit the SEC profile of Kirk Halveland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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