David Witt Shotwell

Employer firm

Shotwell Rutter Baer Inc CRD 122789

$184M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Rutter Baer Inc Registered Investment Advisor
  Lansing, MI

Previous Registrations

• 2010-05-26 → 2013-02-28
  Osaic Institutions, Inc.
  Ann Arbor, MI
  Indian River, MI
  Meriden, CT
  Cheboygan, MI

Exams

• S66 Uniform Combined State Law Examination
  2010-04-06
• S65 Uniform Investment Adviser Law Examination
  2002-05-09
• S63 Uniform Securities Agent State Law Examination
  2000-10-31

Designations

• Certified Financial Planner