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 @ Shotwell Rutter Baer Financial Planners
2013 - 2018 Financial Planner @ Shotwell Rutter Baer Financial Planners
2010 - 2013 Financial Planner @ D. W. Shotwell Financial Services

2007 - 2013 Investment Executive @ CNB Financial Services
2000 - 2007 Associate Financial Consultant @ NatCity Investments

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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

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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.

David Shotwell Emails

Found 1 emails

@srbadvisors.com

David Shotwell Phone Numbers

Found 2 phone numbers

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Top Shotwell Rutter Baer Financial Planners Employees

David Shotwell

President at Shotwell Rutter Baer Financial Planners

Lansing, MI, US
1
- srbadvisors.com
2
- +1 231-445-XXXX
- +1 313-414-XXXX
Jeff Rutter

Chief Compliance Officer at Shotwell Rutter Baer Financial Planners

Lansing, MI, US
2
- srbadvisors.com
- yahoo.com
4
- +1 517-974-XXXX
- +1 517-648-XXXX
- +1 517-699-XXXX
- +1 517-974-XXXX
Nick Nauta

Certified Financial Planner™ at Shotwell Rutter Baer Financial Planners

Lansing, MI, US
1
- srbadvisors.com
4
- +1 517-862-XXXX
- +1 517-980-XXXX
- +1 517-944-XXXX
- +1 906-228-XXXX
Cole Williams

Associate Financial Planner at Shotwell Rutter Baer Financial Planners

Saint Johns, MI, US
1
- srbadvisors.com
Elizabeth Baer

Planner Emeritus at Shotwell Rutter Baer Financial Planners

Lansing, MI, US
2
- +1 517-282-XXXX
- +1 517-321-XXXX
Ashley Sajor

Internship Coordinator at Shotwell Rutter Baer Financial Planners

East Lansing, MI, US
1
- srbadvisors.com

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