Jeffrey Rutter, financial advisor Lansing MI

Jeffrey Rutter

CRD Number: 6689413
Current Firm: Shotwell Rutter Baer Inc.

Jeffrey Rutter (CRD# 6689413) is an Investment Advisor Representative working at Shotwell Rutter Baer Inc. in Lansing, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Shotwell Rutter Baer Inc. Lansing, MI Jul 2015 - Current 8
Compass Group Olivet, MI Feb 2005 - Jun 2015 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Jeffrey A. Rutter
Phone Number: 517-321-4832
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    669
    ACCOUNTS
  • Average Account Value
    $216,615
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, HI, IN, MI, TX

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