Steven
Lane

Carrera Capital Advisors

CRD#4407175
Investment Advisor
in Troy, MI

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About this Advisor

Steven Lane is a financial advisor based in Troy, Michigan, working with Carrera Capital Advisors. Steven has previously held positions at Northwestern Mutual Investment Services, LLC, Marty Schmidt, Northwestern Mutual Wealth Management Company, Keith Nichol, and Carrera Capital Advisors. Steven has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Steven is part of Carrera Capital Advisors, which operates out of Troy, Michigan. The firm has 11 employees and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Carrera Capital Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

901 Wilshire Drive Suite 565
Troy, MI 48084-5611

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Carrera Capital Advisors Brokerage Details

Total Number of Employees

11

MI Average: 21

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Steven Lane Work History

2024 - Present (0 year)

Carrera Capital Advisors

2021 - Present (3 years)

Keith Nichol

2009 - Present (15 years)

Marty Schmidt

2009 - Present (15 years)

Northwestern Mutual Wealth Management Company

2003 - Present (21 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of Steven Lane 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 Carrera Capital Advisors

Bryan Franco
Troy, MI
Jacob Raska
Troy, MI
Keith Nichol
Troy, MI
Steven Lane
Troy, MI
Martin Schmidt
Troy, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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