Keith
Schmitt
Kelman Lazarov Inc
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About this Advisor
Keith Schmitt is a financial advisor based in Memphis, Tennessee, working with Kelman Lazarov Inc. Keith has previously held positions at Kelman-Lazarov, Inc, Cetera Advisor Networks LLC, and Mutual Securities, Inc. Keith has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Massachusetts, Tennessee, and Texas. Currently, Keith is part of Kelman Lazarov Inc, which operates out of Memphis, Tennessee. The firm has 15 employees and manages assets totaling $646.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Kelman Lazarov Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kelman Lazarov Inc Brokerage Details
$646,843,637
15
1,288
$502,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Keith Schmitt Work History
Mutual Securities, Inc
Kelman-Lazarov, Inc
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of Keith Schmitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kelman Lazarov Inc
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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