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Jeffrey Alan Rutter

SHOTWELL RUTTER BAER INC·LANSING, Michigan
Series 65Clean record9 years registeredSHOTWELL RUTTER BAER INC
6350 WEST MICHIGAN AVENUE, LANSING, MI 48917CRD# 6689413Firm CRD# 122789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Alan Rutter · LANSING, MI
Registration
CRD #6689413 · SHOTWELL RUTTER BAER INC · 9 years registered
Brand Profile
Not yet started
01

Career History

SHOTWELL RUTTER BAER INC
Jan 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 3, 2017
Years registered · 9
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

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05

Frequently Asked Questions

What services does Jeffrey Alan Rutter offer?
Jeffrey Alan Rutter specializes in Financial Planning, Investment Management. Contact their office in LANSING, Michigan for a consultation.
What are Jeffrey Alan Rutter's credentials?
Jeffrey Alan Rutter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Rutter located?
Jeffrey Alan Rutter 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 Jeffrey Alan Rutter charge for services?
Jeffrey Alan Rutter'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

David Witt Shotwell
LANSING, MI
CFP

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