Marty Schmidt, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


Cranbrook Financial

My Team

 
Robin L Petras

Robin L Petras

Associate Wealth Management Advisor
Mobile 248-362-2220

Robin Petras joined Marty’s office in 2002. She is Life and Health licensed in Michigan. Robin has passed the FINRA Series 6, 63, and 7 securities exams, and is highly qualified to assist you with serving your investment accounts.

 

How can Robin help you?

  • Preparing investment proposals
  • Open and update investment accounts
  • Process account transfers and IRA rollovers
  • Trade and monitor investment accounts
  • Preparing performance reports
  • Assist with 529 education account trading and rebalancing
  • Providing consolidated investment account and insurance policy reports
 
Steven G Lane

Steven G Lane, MBA

Associate Wealth Management Advisor
Office 248-244-6051

Steve Lane joined Marty's office in 2008. As an Associate Wealth management Advisor he holds his securities Series 7, Series 66, and insurance licenses. Steve also has an MBA from Oakland University, and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

 

How can Steve help you?

  • Meet with new referrals
  • In depth fact finding to discover potential planning gaps or opportunities.
  • Conduct annual review meetings
  • Discuss Life Insurance, Disability & Long-Term Care needs
  • Deliver and explain investment proposals and financial plans
  • Review performance reports
  • Facilitate account transfers and IRA rollovers
  • Trade and monitor investment accounts
 
Jade E Givens

Jade E Givens

Associate Financial Representative
Office 248-244-6051

Jade Givens joined Marty’s office in 2016, and has been with Northwestern Mutual since 2014.  She is Life and Health licensed in Michigan.  Jade earned her BA and Master’s in Business Management from Walsh College of Accountancy and Business Administration in Troy, MI.  Jade assists with preparing comprehensive financial plans.

 

How can Jade help you?

  • Gather information to create and update financial plans
  • Prepare and update detailed financial plans

 

 
Mya Kulaga

Mya Kulaga

Associate Financial Representative
Office 248-362-2220

Mya Kulaga joined Marty's office in 2017, and has been with Northwestern Mutual since 2013. She is Life and Health licensed in Michigan. Mya can assist you with insurance underwriting questions, policy service and billing issues, and scheduling appointments.


How can Mya help you?

  • Schedule and reschedule Marty's appointments
  • Provide policy values and process owner/beneficiary changes
  • Facilitate premium payments and changes to billing accounts
  • Process loan requests and repayments
  • Update client information
  • Encourage and accept favorable introductions to new potential clients
  • Prepare illustrations and comparisons for Life and Disability Income insurance
  • Assist with insurance applications and the underwriting process
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck