Jeffrey Alan Rutter
Investment adviser representative at Shotwell Rutter Baer Inc
11 yearsExperience
1 stateRegistered in
$183.9MFirm assets
5 yearsFirm in business
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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
11 years in the industry.
- Shotwell Rutter Baer IncJul 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6689413
- Firm CRD
- 122789