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David Witt Shotwell

SHOTWELL RUTTER BAER INC·LANSING, Michigan
Clean recordSHOTWELL RUTTER BAER INC
6350 WEST MICHIGAN AVENUE, LANSING, MI 48917CRD# 4244566Firm CRD# 122789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Witt Shotwell · LANSING, MI
Registration
CRD #4244566 · SHOTWELL RUTTER BAER INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Witt Shotwell is a registered financial advisor based in LANSING, Michigan, affiliated with SHOTWELL RUTTER BAER INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHOTWELL RUTTER BAER INC
SHOTWELL RUTTER BAER INC
AUM
$145M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SHOTWELL RUTTER BAER INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBSCRIPTION FEE FOR PLANNING
Regulatory
SEC/IARD CRD# 4244566
Firm CRD# 122789
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Witt Shotwell offer?
David Witt Shotwell specializes in Financial Planning, Investment Management. Contact their office in LANSING, Michigan for a consultation.
What are David Witt Shotwell's credentials?
David Witt Shotwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Witt Shotwell located?
David Witt Shotwell is based in LANSING, Michigan, working with SHOTWELL RUTTER BAER INC. Their office serves clients in the LANSING metropolitan area and surrounding communities.
How does David Witt Shotwell charge for services?
David Witt Shotwell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription fee for planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHOTWELL RUTTER BAER INC?
SHOTWELL RUTTER BAER INC has approximately 6 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHOTWELL RUTTER BAER INC

Jeffrey Alan Rutter
LANSING, MI

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