Chief Compliance Officer · Kelman Lazarov Inc
Michael Munekata
CRD 5800154 · 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 Michael Munekata on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Kelman Lazarov IncChief Compliance OfficerWealth manager · Memphis, TN · $895M in regulatory assets
AtlasMembers
Michael’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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Colleagues named on the same filings (8)
- Martin S. KelmanChairman, Kelman Lazarov Inc
- Ronald J. LazarovFounding Partner, Kelman Lazarov Inc
- Keith F. SchmittPresident/director of Financial Planning, Kelman Lazarov Inc
- Andrew D BuzanTreasurer/chief Investment Officer, Kelman Lazarov Inc
- Patrick J. O'HearnSecretary/senior Financial Advisor, Kelman Lazarov Inc
3 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.