David Shotwell Email & Phone Number
President @ Shotwell Rutter Baer Financial Planners
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David Shotwell Location
- Lansing, MI, US
David Shotwell Work
- President @ (April 2018 - Present)
- Financial Planner @ (March 2013 - April 2018)
- Financial Planner @ D. W. Shotwell Financial Services (October 2010 - February 2013)
- Investment Executive @ CNB Financial Services (March 2007 - February 2013)
- Associate Financial Consultant @ NatCity Investments (June 2000 - March 2007)
David Shotwell Education
- Kansas State University
Master of Science - MS (Financial Planning)
2020-2021 - University of Michigan
Bachelor's degree (Policital Science)
1991-1995
David Shotwell Skills
- 401k
- Alternative Investments
- Banking
- College Savings Plans
- Credit
- Entrepreneurship
- Financial Advisory
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Advisory Services
- Investments
- Loans
- Long-term Care
- Personal Budgeting
- Personal Financial Planning
- Qualified Retirement Plans
- Retirement Planning
- Series 6
- Series 63
- Small Business
- Small Business Financial Planning
- Strategic Planning
- Wealth
- Fixed Annuities
- Qualified Retirement
- Personal Financial
- Long Term Care
David Shotwell Summary
- David Shotwell, based in Lansing, MI, US, is currently a President at Shotwell Rutter Baer. David Shotwell brings experience from previous roles at Shotwell Rutter Baer, D. W. Shotwell Financial Services, CNB Financial Services and NatCity Investments. David Shotwell holds a 2020 - 2021 Master of Science - MS in Financial Planning @ Kansas State University. With a robust skill set that includes 401k, Alternative Investments, Banking, College Savings Plans, Credit and more. David Shotwell has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Shotwell Rutter Baer Financial Planners Employees
David Shotwell
President
Lansing, MI, US
Elizabeth Baer
Planner Emeritus
Lansing, MI, US
Jeff Rutter
Chief Compliance Officer
Lansing, MI, US
Cole Williams
Associate Financial Planner
Saint Johns, MI, US
Ashley Sajor
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