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Jeffrey Alan Rutter

Shotwell Rutter Baer Inc

Lansing, MI

CRD 6689413

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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:

Current Employers
Shotwell Rutter Baer Inc

6350 West Michigan Avenue Suite 200, Lansing, MI 48917 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-01-03
  • MI RA
    APPROVED
    Since 2017-01-03

Branch Locations

6350 West Michigan Avenue Suite 200, Lansing, MI 48917 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shotwell Rutter Baer Inc Lansing MI 07/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-21
  • S65 Uniform Investment Adviser Law Examination
    2016-12-21
Other Names
  • Jeff Alan Rutter

View on SEC IAPD

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Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lansing, MI
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