Nicholas
Nauta
Shotwell Rutter Baer Inc
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About this Advisor
Nicholas Nauta is a financial advisor based in Lansing, Michigan, working with Shotwell Rutter Baer Inc. Nicholas has previously held positions at Case Credit Union, Cuso Financial Services, Lp, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Hawaii, Indiana, Michigan, and Texas. Currently, Nicholas is part of Shotwell Rutter Baer Inc, which operates out of Lansing, Michigan. The firm has 1 office and 6 employees. The firm manages assets totaling $144.9 million and serves high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Shotwell Rutter Baer Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shotwell Rutter Baer Inc Brokerage Details
$144,915,467
6
669
$216,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Nauta Work History
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Cuso Financial Services, Lp
Case Credit Union
Disclosures
Please visit the SEC profile of Nicholas Nauta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shotwell Rutter Baer Inc
Lansing, MI
Lansing, MI
Lansing, MI
Lansing, MI
Lansing, MI
Lansing, MI
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