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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-28-2010
- Office Locations
- 1
Office Locations
About Shotwell Rutter Baer INC
Shotwell Rutter Baer is a Lansing, MI fee-based RIA providing practical financial planning, retirement planning, and investment advice. The firm has a long track record serving university and college faculty/staff, with a specialty in Michigan State University employee retirement plans and navigating unique campus benefit programs. Client portfolios are custodied with Charles Schwab.
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Owner & Executives
DAVID WITT SHOTWELL
Certified Financial Planner, President
- CRD
- #4244566
- Ownership
- 75% or more
Jeffrey Alan Rutter Mr.
Chief Compliance Officer, Financial Planner
- CRD
- #6689413
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NICHOLAS FRANK NAUTA
Certified Financial Planner
- CRD
- #5062316
Ashley Marie Sajor
Financial Planner
- CRD
- #7645545
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,887,687 | $220,225 |
| Non-Discretionary | $0 | -- |
| Total | $183,887,687 | $220,225 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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