Keith Francis Schmitt
Membre du Comité d'Investissement chez Kelman-Lazarov, Inc.
Profil
Mr. Keith F.
Schmitt is a Director of Financial Planning at Kelman-Lazarov, Inc. He is also a Senior Financial Advisor & Shareholder.
He leads, guides and coordinates the firm’s financial planning, consulting and strategic investing activities.
He joined Kelman-Lazarov in 2008 and became a partner in 2019.
He received his undergraduate degree from the University of Memphis and an MBA from the University of Memphis.
He is a Certified Retirement Counselor.
He has passed his Series 7 (Securities) and Series 66 (Investment Advisor) securities industry licenses as well as a variety of state insurance licenses.
Postes actifs de Keith Francis Schmitt
Sociétés | Poste | Début |
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Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Membre du Comité d'Investissement | 01/09/2008 |
Formation de Keith Francis Schmitt
University of Memphis | Undergraduate Degree |
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Entreprise privées | 1 |
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Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Finance |