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Martin Lewis Schmidt

Carrera Capital Advisors

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About Martin Lewis Schmidt

Martin Schmidt is a financial advisor with over 30 years of experience in the industry. Martin holds a Series 6, 7, 63, and 65 license and is a Certified Financial Planner and a Chartered Financial Consultant. Martin has a diverse background, having previously worked at Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Mutual of Omaha Fund Management Company. Martin specializes in providing financial planning services, portfolio management for individuals and businesses, and serving as a registered investment advisor representative for Carrera Capital Advisors.

Firm Information

Martin Schmidt is currently registered with Carrera Capital Advisors. Carrera Capital Advisors is an investment advisory firm located in Troy, MI. With a team of seven licensed agents and one investment adviser representative, they manage over $617 million in assets for 1,360 accounts. Carrera Capital Advisors provides financial planning, portfolio management for individuals and businesses, and other investment services. They cater to a wide range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, pension plans, investment companies, and charitable organizations.
Carrera Capital Advisors

901 WILSHIRE DRIVE

TROY, MI 48084-5611

$617.32M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martin Schmidt’s Registration & Firm History

MI

01/01/2025 - Present

Carrera Capital Advisors (TROY MI)

MI

04/06/1990 - 05/16/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

WI

04/06/1990 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NE

05/03/1985 - 03/13/1990

MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)

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Licenses & Designations

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/25/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Lewis Schmidt.
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