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President/director of Financial Planning · Kelman Lazarov Inc

Keith F. Schmitt

CRD 4931657 · Named on Form ADV at one SEC-registered adviser

At a glance

Kelman Lazarov Inc, an SEC-registered wealth manager based in Memphis, TN with $895 million in regulatory assets, lists Keith F. Schmitt on its Form ADV as President/director of Financial Planning, a control person.

Firms and roles

  • Kelman Lazarov IncPresident/director of Financial PlanningWealth manager · Memphis, TN · $895M in regulatory assets

AtlasMembers

Keith’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Keith on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.