AdvisorOS Directory
Claim Profile
Unclaimed Profile
DS

David Witt Shotwell

SHOTWELL RUTTER BAER INC·LANSING, Michigan
Series 7, Series 63, Series 65, Series 66CFPClean record16 years registeredSHOTWELL 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 · 16 years registered
Brand Profile
Not yet started
01

Career History

SHOTWELL RUTTER BAER INC
Mar 2013 – present
INFINEX INVESTMENTS, INC.
May 2010 – Feb 2013
CHEBOYGAN, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · May 26, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHOTWELL RUTTER BAER INC
CRD 122789 · SEC 801-120091
AUM
$145M
Regulatory assets under management
Employees
6
669 client accounts
Services offered by SHOTWELL RUTTER BAER INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHOTWELL RUTTER BAER INC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LANSING?

Browse all registered financial advisors in LANSING, Michigan or claim this profile if it's yours.

Browse LANSING AdvisorsAre you this advisor? Claim profile
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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SHOTWELL RUTTER BAER INC

Jeffrey Alan Rutter
LANSING, MI

More Advisors in LANSING, Michigan

Frederick John Schaard
REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, MI
CFP
Michael Thomas Piszczek
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
Reuben David Levinsohn
WASHINGTON AVENUE ADVISORS, LLC·LANSING, MI
Devkumar Dilip Ganguly
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
Ryan Sullivan
REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, MI
CFP
Scott Jay Golde
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile