David W. Shotwell, CFP^®

Financial Planner

Shotwell Rutter Baer

6350 West Michigan Avenue, Ste 200
Lansing, MI 48917

+ 1 More Location

Shotwell Rutter Baer

116 East Washington Street, Suite 200
Ann Arbor, MI 48103

FINANCIAL ADVISOR'S WEBSITE

www.srbadvisors.com

(517) 321-4832 CONNECT WITH David

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Website

General

David Shotwell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Shotwell Rutter Baer in Lansing, MI and the surrounding communities.

Financial Advisor Overview

Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.

Financial Advisor Experience

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and a director of the Michigan Financial Planning Association.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Getting Divorced, Employee Benefits, Government & Military, Getting Married, Mutual Funds, Irregular Income, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Sudden Wealth