Daniel Richmond

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

• 04/2016 → 07/2018
  Frito Lay
  Plymouth, MI
• 07/2018 → 05/2020
  Woodbridge
  Troy, MI
• 07/2020 → 02/2022
  Northwestern Mutual Life Insurance Company
  Troy, MI
• 04/2020 → 02/2022
  Northwestern Mutual Investment Services Llc
  Troy, MI
• 01/2022 → 06/2023
  Massmutual Life Insurance Co
  Southfield, MI
• 03/2022 → 06/2023
  Mml Investors Services, Llc
  Southfield, MI
• 06/2023 → Present
  American United Life
  Troy, MI
• 06/2023 → Present
  Oneamerica Securities
  Troy, MI
• 01/2025 → Present
  Carrera Capital Advisors
  Troy, MI

Previous Registrations

• 2023-06-26 → 2025-01-31
  Oneamerica Securities, Inc.
  Troy, MI
  Troy, MI
  Indianapolis, IN
• 2022-06-09 → 2023-06-06
  Mml Investors Services, Llc
  Southfield, MI

Other Businesses

Worklife Benefit Consultants Not investment related 5445 Corporate Drive Suite 170 Troy, MI 48098 Employee Benefits Partner Connecting business owners to solutions June 1st 2025 80 hours/month 20 hours/month during trading hours Just a connector for the business

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-16
• S63 Uniform Securities Agent State Law Examination
  2021-10-16

Other Names

• Dan Richmond
• Daniel Richmond