SHOTWELL RUTTER BAER INC
SEC RegisteredYour Financial Life is Complicated. Your Retirement Plan Doesn't Have to Be.
About the firm
For over 25 years, SRB Advisors has specialized exclusively in retirement planning for Michigan's university and state employees. They help clients navigate pension decisions, coordinate multiple retirement accounts, and create tax-smart strategies designed specifically for Michigan State University employees, State of Michigan workers, and families moving to and through retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, university benefits navigation, tax strategy, investment management, healthcare planning, Social Security optimization, estate and legacy planning, and education funding. The firm helps clients coordinate pensions, retirement accounts (401(k), 403(b), 457, TIAA), tax strategies, and healthcare coverage into one cohesive plan.
Who they serve
Michigan State University faculty and employees, State of Michigan workers, and families moving to and through retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 220 | $62M |
| High Net Worth Individuals | 62 | $121M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of January 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SHOTWELL RUTTER BAER INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.