AdvisorOS Directory
Claim Profile
Unclaimed Profile
JR

Jeffrey Alan Rutter

SHOTWELL RUTTER BAER INC·LANSING, Michigan
Clean recordSHOTWELL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Alan Rutter 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

Speak with Jeffrey

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

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

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# 6689413
Firm CRD# 122789
View on FINRA BrokerCheck →

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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SHOTWELL RUTTER BAER INC

David Witt Shotwell
LANSING, MI

More Advisors in LANSING, Michigan

Eric Adam Bjornson
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
Daniel William Koors
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
Kenneth Harold Stewart
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
Susan Soon Rhee
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
Karen Jean Huizenga
JACKSON NATIONAL ASSET MANAGEMENT, LLC·LANSING, MI
Frederick John Schaard
REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)FARMINGTON HILLS (35)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile