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Steven Geoffrey Lane

Carrera Capital Advisors

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About Steven Geoffrey Lane

Steven Geoffrey Lane is a financial advisor with Carrera Capital Advisors in Troy, Michigan. Steven has over 20 years of experience in the financial services industry. Steven is a Certified Financial Planner and a Chartered Financial Consultant. Steven's primary focus is on providing financial planning, portfolio management for individuals and businesses. Steven has a strong track record of helping clients achieve their financial goals.

Firm Information

Steven Lane 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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Steven Lane’s Registration & Firm History

MI

05/20/2024 - Present

Carrera Capital Advisors (TROY MI)

MI

12/01/2003 - 06/17/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

WI

07/16/2001 - 11/17/2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

07/16/2001 - 01/01/2002

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

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Licenses & Designations

BOTH

Issued 02/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Geoffrey Lane.
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