David Witt Shotwell
CFP®Professional Summary
David Witt Shotwell, CFP® is a registered financial advisor currently at SHOTWELL RUTTER BAER INC located in Lansing, Michigan. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 3 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Risk Management & Insurance
- Business Services
- Investment Management
- Retirement Planning
- Education Funding
Biography
Join us at the “kitchen table” as we help you cut through the complexity of your financial lives with practical and uncomplicated financial planning and investment advice. We are devoted to you by a strict fiduciary duty, using our knowledge and experience to provide the best personal advice for your financial future.
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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FOGUTH WEALTH MANAGEMENT, LLC.
Credentials
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BAER, ELIZABETH ELLEN | SHOTWELL RUTTER BAER INC | RUTTER BAER INC REGISTERED INVESTMENT ADVISOR | RUTTER BAER INC | ELIZABETH RUTTER BAER CFP INC | ELIZABETH RUTTER BAER CFP
Contact Information
Main Address
6350 West Michigan Avenue Suite 200, Lansing, MI 48917Phone Number
(517) 321-4832# of Employees
7SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
835AUM (Assets Under Management)
$183,887,687Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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FOGUTH WEALTH MANAGEMENT, LLC.
Primary Firm SEC Registration
BAER, ELIZABETH ELLEN | SHOTWELL RUTTER BAER INC | RUTTER BAER INC REGISTERED INVESTMENT ADVISOR | RUTTER BAER INC | ELIZABETH RUTTER BAER CFP INC | ELIZABETH RUTTER BAER CFP
State Registrations and Notice Filings
(1/5/2016)
(3/1/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view David Witt Shotwell's CRS (Customer Relationship Summary).
Services Offered by David
- Financial Planning
- Risk Management & Insurance
- Business Services
- Investment Management
- Retirement Planning
- Education Funding
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FOGUTH WEALTH MANAGEMENT, LLC.