David Witt Shotwell
Investment adviser representative at Shotwell Rutter Baer Inc
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$183.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Shotwell Rutter Baer IncMar 2013 to now
- Rutter Baer Inc Registered Investment AdvisorFeb 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
Shotwell Rutter Baer Inc
$183.9MAssets managed
282Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4244566
- Firm CRD
- 122789