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Shotwell Rutter Baer Financial Planners Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Shotwell Rutter Baer Financial Planners operates as an independent, fee-only registered investment advisory firm based in Lansing, Michigan. The firm emphasizes serving clients directly, offering both hourly financial planning consultations and ongoing asset management under a fiduciary standard, with compensation sourced solely from clients rather than commissions from product sales. This structure aims to minimize conflicts of interest and focus on helping clients optimize assets, reduce unnecessary expenses, improve cash flow, and simplify accounts. The company presents itself as dedicated to delivering tailored financial guidance and planning, prioritizing client interests above product-based incentives.

Find Shotwell Rutter Baer Financial Planners employees' phone numbers or email addresses

Shotwell Rutter Baer Financial Planners Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Shotwell Rutter Baer Financial Planners's Leadership

  • Chief Compliance Officer at Shotwell Rutter Baer Financial Planners
    J. R.
    Chief Compliance Officer
    Mobile Phone
  • President at Shotwell Rutter Baer Financial Planners
    D. S.
    President
    Mobile Phone
  • Certified Financial Planner™ at Shotwell Rutter Baer Financial Planners
    N. N.
    Certified Financial Planner™
    Mobile Phone
  • Internship Coordinator at Shotwell Rutter Baer Financial Planners
    A. S.
    Internship Coordinator
    Mobile Phone
  • Planner Emeritus at Shotwell Rutter Baer Financial Planners
    E. R. B.
    Planner Emeritus
    Mobile Phone
  • Administrative Assistant at Shotwell Rutter Baer Financial Planners
    A. G.
    Administrative Assistant
    Mobile Phone

Shotwell Rutter Baer Financial Planners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Other

Contact profiles from Shotwell Rutter Baer Financial Planners

Name
Title
Contact
Location
Last Update
  • President at Shotwell Rutter Baer Financial Planners
    D. S.
    President
    Mobile Phone
    United States, Kansas
    Apr 15, 2026
  • Chief Compliance Officer at Shotwell Rutter Baer Financial Planners
    J. R.
    Chief Compliance Officer
    Mobile Phone
    United States, Michigan
    Jun 08, 2026
  • Certified Financial Planner™ at Shotwell Rutter Baer Financial Planners
    N. N.
    Certified Financial Planner™
    Mobile Phone
    United States, Kansas
    Apr 14, 2026
  • Internship Coordinator at Shotwell Rutter Baer Financial Planners
    A. S.
    Internship Coordinator
    Mobile Phone
    United States, Michigan
    Jun 08, 2026
  • Planner Emeritus at Shotwell Rutter Baer Financial Planners
    E. R. B.
    Planner Emeritus
    Mobile Phone
    United States, Michigan
    Sep 09, 2025
  • Administrative Assistant at Shotwell Rutter Baer Financial Planners
    A. G.
    Administrative Assistant
    Mobile Phone
    United States, Michigan
    Oct 18, 2024

Frequently Asked Questions

What is Shotwell Rutter Baer Financial Planners known for?

Minus sign iconPlus sign iconShotwell Rutter Baer Financial Planners was founded in 2001 and operates in the Financial Services industry. Explore Shotwell Rutter Baer Financial Planners's company overview page for more information.

What is Shotwell Rutter Baer Financial Planners's most common email format?

Minus sign iconPlus sign iconShotwell Rutter Baer Financial Planners employees' email format typically follows the pattern of FLast@srbadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Shotwell Rutter Baer Financial Planners email formats with LeadIQ.

How many employees does Shotwell Rutter Baer Financial Planners have currently?

Minus sign iconPlus sign iconShotwell Rutter Baer Financial Planners has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Shotwell Rutter Baer Financial Planners's key employees and leadership?

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As of September 2026, Shotwell Rutter Baer Financial Planners's key employees include:

  • Chief Compliance Officer: J. R.
  • President: D. S.
  • Certified Financial Planner™: N. N.
  • Internship Coordinator: A. S.
  • Planner Emeritus: E. R. B.

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