Steven Geoffrey Lane

Employer firm

Carrera Capital Advisors CRD 330834

$969M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2003 → 05/2024
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 01/2009 → 05/2024
  Marty Schmidt
  Troy, MI
• 01/2009 → 05/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2021 → 05/2024
  Keith Nichol
  Troy, MI
• 05/2024 → Present
  Carrera Capital Advisors
  Troy, MI

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 100% OWNER OF STEVE AND NICOLE LANE PROPERTIES, LLC. 2921 YOSEMITE DR, LAKE ORION, MI. LLC OWNS RENTAL PROPERTY. DOES HOME MAINTENANCE AND RENT COLLECTION. START DATE 8/1/13, 1 HOUR PER MONTH, INVESTMENT RELATED. 3. CREEKSIDE VILLAGE OF ORION HOMEOWNERS ASSOCIATION. NON-INVESTMENT RELATED. 3079 S BALDWIN RD, LAKE ORION, MICHIGAN 48359. TREASURER, APRIL 2015, 5 HOURS PER MONTH, COLLECT DUES ANNUALLY FROM 45 HOMES TO PAY FOR REQUIRED MAINTENANCE THROUGHOUT YEAR.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-19
• S63 Uniform Securities Agent State Law Examination
  2001-09-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant