Steven Geoffrey Lane
Investment adviser representative at Carrera Capital Advisors
23 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$968.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Carrera Capital AdvisorsMay 2024 to now
- Keith NicholNov 2021 to May 2024
- Marty SchmidtJan 2009 to May 2024
- Northwestern Mutual Wealth Management CompanyJan 2009 to May 2024
- Northwestern Mutual Investment Services, LLCNov 2003 to May 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
Carrera Capital Advisors
Legal name: Carrera Capital Advisors, LLC
$968.7MAssets managed
998Clients
9Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4407175
- Firm CRD
- 330834