Shotwell Rutter Baer Inc.

Shotwell Rutter Baer Inc. (CRD# 122789) is a financial advisory firm headquartered in Lansing, MI. They manage $144,915,467 in 669 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, HI, IN, MI, TX

Financial Advisors at Shotwell Rutter Baer Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Elizabeth E. Baer
CRD#: 2707921
6350 West Michigan Avenue, Suite 200, Lansing, MI 48917

Elizabeth Baer (CRD# 2707921) is an Investment Advisor Representative working at Shotwell Rutter Baer Inc. in Lansing, MI and has over 27 years of experience in the finance industry.

2
Nicholas F. Nauta
CRD#: 5062316
6350 West Michigan Avenue, Suite 200, Lansing, MI 48917

Nicholas Nauta (CRD# 5062316) is an Investment Advisor Representative working at Shotwell Rutter Baer Inc. in Lansing, MI and has over 18 years of experience in the finance industry.

3
Jeffrey A. Rutter
CRD#: 6689413
6350 West Michigan Avenue, Suite 200, Lansing, MI 48917

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.

4
David W. Shotwell
CRD#: 4244566
6350 West Michigan Avenue, Suite 200, Lansing, MI 48917

David Shotwell (CRD# 4244566) is an Investment Advisor Representative working at Shotwell Rutter Baer Inc. in Lansing, MI and has over 23 years of experience in the finance industry.

5
Ashley M. Sajor
CRD#: 7645545
6350 West Michigan Avenue, Suite 200, Lansing, MI 48917

Ashley Sajor (CRD# 7645545) is an Investment Advisor Representative working at Shotwell Rutter Baer Inc. in Lansing, MI and has 1 year of experience in the finance industry.

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