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Cole Matthew Williams

Shotwell Rutter Baer Inc

Lansing, MI

CRD 7711681

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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
FL RA APPROVED 2024-07-11
CA RA APPROVED 2024-06-21
HI RA APPROVED 2024-06-21
IN RA APPROVED 2024-06-21
MI RA APPROVED 2024-06-21
TX RA APPROVED 2024-06-21
  • FL RA
    APPROVED
    Since 2024-07-11
  • CA RA
    APPROVED
    Since 2024-06-21
  • HI RA
    APPROVED
    Since 2024-06-21
  • IN RA
    APPROVED
    Since 2024-06-21
  • MI RA
    APPROVED
    Since 2024-06-21
  • TX RA
    APPROVED
    Since 2024-06-21

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
New York Life Okemos MI 02/2023 04/2023
Shotwell Rutter Baer Lansing MI 02/2024 Present
Carrabbas Italian Grill Lansing MI 11/2017 Present
Snap Fitness Saint Johns MI 05/2014 11/2017
  • 02/2023 → 04/2023
    New York Life
    Okemos, MI
  • 02/2024 → Present
    Shotwell Rutter Baer
    Lansing, MI
  • 11/2017 → Present
    Carrabbas Italian Grill
    Lansing, MI
  • 05/2014 → 11/2017
    Snap Fitness
    Saint Johns, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20

View on SEC IAPD

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Nearby Investors

LARRY ALAN MENGERINK
WILLIAM BEHNKE III
Adam William Eschtruth

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lansing, MI
PNC WEALTH MANAGEMENT LLC · LANSING, MI
EDWARD JONES · Lansing, MI

More in Lansing, MI

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