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901 Wilshire Drive Suite 565, Troy, MI 48084-5611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
901 Wilshire Drive Suite 565, Troy, MI 48084-5611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mututal/United Of Omaha | Ann Arbor | MI | 05/1984 | 05/2024 |
| The Northwestern Mutual Life Insurance C | Milwaukee | WI | 12/1989 | 05/2024 |
| Northwestern Mutual Investment Services, Llc | Troy | MI | 03/1990 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | 05/2024 |
| Carrera Capital Advisors | Troy | MI | 05/2024 | Present |
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, MARTIN L. SCHMIDT, LLC, LEGAL ENTITY, START DATE: 1/1/2008, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 3. MSM, LLC, LEGAL ENTITY ESTABLISHED FOR THE PURPOSES OF PAYROLL AND SHARED EXPENSES, 1/3 OWNER, 1 HR/MO 4. 50% OWNER, M & P SCHMIDT FAMILY, LLC, 5735 EUCLID DR, WEST BLOOMFIELD, , MICHIGAN, 48323, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/12/2011, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, M & P SCHMIDT LLC IS AN OWNED JOINTLY WITH MY SPOUSE; IT OWNS 2 BOATS FOR LIABILITY PURPOSES. 5. 19% OWNER, MKJ COMPANY, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 05/06/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-20 |
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