Jeffrey Rutter has been CCO of Shotwell Rutter Baer since January 2017, is not listed as a control person, but directly owns under 5% of the firm. Jeffrey Rutter studied at Michigan State University.
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.
Jeff Rutter is Chief Compliance Officer and Operations Director of Shotwell Rutter Baer. He joined the firm in 2015 after almost 20 years in foodservice management. He manages the Lansing office and handles compliance and operations of the firm.
- Shotwell Rutter Baer IncCurrent– present · 9 yearsLansing, MI · Adviser representative · Firm CRD 122789
Investment adviser representative registrations
Jeffrey Rutter is registered as an investment adviser representative in Michigan, since January 2017.
- MichiganSince 3 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Alan Rutter
- CRD
- 6689413
- Firm
- Shotwell Rutter Baer · CRD 122789
- Role
- CCO
- Office
- 6350 WEST MICHIGAN AVENUE, SUITE 200, Lansing, MI 48917
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- srbadvisors.com
Where does Jeffrey Rutter work?
Jeffrey Rutter has been CCO of Shotwell Rutter Baer Inc since January 2017.
Is Jeffrey Rutter a financial advisor?
Yes. Jeffrey Rutter has a current investment-adviser registration in Michigan, through Shotwell Rutter Baer since January 2017.
How many years of experience does Jeffrey Rutter have?
Jeffrey Rutter has 9 years in the financial industry, since January 2017, across 1 adviser firm.
What exams has Jeffrey Rutter passed?
Jeffrey Rutter passed the Series 65 in December 2016.
Where is Jeffrey Rutter based?
Jeffrey Rutter’s registered office is in Lansing, MI.
Is Jeffrey Rutter registered with FINRA?
No. Jeffrey Rutter has no current broker registration.
How can I verify Jeffrey Rutter’s record?
Search CRD 6689413 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Rutter’s full registration record.
