David Shotwell has been President of Shotwell Rutter Baer since April 2018, is a control person of the firm and directly owns 75% or more of it.
Shotwell Rutter Baer Inc is a Lansing, MI firm with $184M under management, 282 clients and 6 advisers in one office, as of its January 2026 filing.
David Shotwell is President of Shotwell Rutter Baer. He started in investment and financial planning in early 2000 at a regional bank's northern Michigan investment office, and joined Beth Baer, the founder of the firm, in 2013. He became President when Baer retired in 2018.
David Shotwell’s longest registration is the current one, 13 years at Shotwell Rutter Baer since 2013. Before joining Shotwell Rutter Baer in 2013, David Shotwell was registered through Infinex Investments, Inc.
- Shotwell Rutter Baer IncCurrent– present · 13 yearsLansing, MI · Adviser representative · Firm CRD 122789
- Infinex Investments, Inc.– · 2 yearsCheboygan, MI · Adviser representative · Firm CRD 35371
Professional designations
Listed by Shotwell Rutter Baer
- CFP®
Investment adviser representative registrations
David Shotwell is registered as an investment adviser representative in 2 states. The first approvals date from March 2013; the most recent is Florida, in January 2016.
- FloridaSince 5 January 2016
- MichiganSince 1 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 April 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 October 2000 |
| Series 7 | General Securities Representative Examination | 4 October 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Witt Shotwell
- CRD
- 4244566
- Firm
- Shotwell Rutter Baer · CRD 122789
- Role
- President
- Office
- 6350 WEST MICHIGAN AVENUE, SUITE 200, Lansing, MI 48917
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- srbadvisors.com
Where does David Shotwell work?
David Shotwell has been President of Shotwell Rutter Baer Inc since April 2018, and is a control person of the firm.
Is David Shotwell a financial advisor?
Yes. David Shotwell has a current investment-adviser registration in Florida and Michigan, through Shotwell Rutter Baer since March 2013.
How many years of experience does David Shotwell have?
David Shotwell has 16 years in the financial industry, since May 2010, across 2 adviser firms.
What exams has David Shotwell passed?
David Shotwell has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 66. The earliest, the Series 7, was passed in October 2000.
Where did David Shotwell work before Shotwell Rutter Baer?
Before Shotwell Rutter Baer, David Shotwell was registered through Infinex Investments, Inc., May 2010 to February 2013.
Where is David Shotwell based?
David Shotwell’s registered office is in Lansing, MI.
Is David Shotwell registered with FINRA?
No. David Shotwell has no current broker registration.
Is David Shotwell a CFP?
Shotwell Rutter Baer lists David Shotwell with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify David Shotwell’s record?
Search CRD 4244566 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Shotwell’s full registration record.
