David Shotwell Email & Phone Number
President @ Shotwell Rutter Baer Financial Planners
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David Shotwell Location
- Lansing, MI, US
David Shotwell Work
- 2018 -now President @
- 2013 -2018 Financial Planner @
- 2010 -2013 Financial Planner @ D. W. Shotwell Financial Services
- 2007 -2013 Investment Executive @ CNB Financial Services
- 2000 -2007 Associate Financial Consultant @ NatCity Investments
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
- Alternative Investments
- Series 63
- Financial Advisory
- Banking
- Fixed Annuities
- Qualified Retirement
- Retirement Planning
- Financial Planning
- Investments
- Series 6
- 401k
- Strategic Planning
- Investment Advisory
- Financial Services
- Personal Budgeting
- Qualified Retirement Plans
- Entrepreneurship
- College Savings Plans
- Credit
- Personal Financial
- Small Business Financial Planning
- Long Term Care
- Investment Advisory Services
- Wealth
- Personal Financial Planning
- Small Business
- Loans
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 Alternative Investments, Series 63, Financial Advisory, Banking, Fixed Annuities and more. David Shotwell has 1 emails and 2 mobile phone numbers on RocketReach.
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