April Lowery has been Senior Financial Advisor of Kelman Lazarov since January 2025, is not listed as a control person, but directly owns under 5% of the firm. April Lowery holds a BBA in Finance from the University of Memphis.
Kelman Lazarov Inc is a Memphis, TN firm with $895M under management, 579 clients and 13 advisers in one office, as of its March 2026 filing.
April Lowery is Financial Advisor of Kelman-Lazarov, based in Memphis. As a financial advisor and member of the financial planning team, she works with clients to create customized financial plans and develop wealth-building strategies, then executes those plans and monitors performance over time. She joined Kelman-Lazarov in 2016 after experience in community banking and with First Tennessee.
Investment adviser representative registrations
April Lowery is registered as an investment adviser representative in Tennessee, since March 2019.
- TennesseeSince 6 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 November 2005 |
| Series 7 | General Securities Representative Examination | 24 October 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- April Rice Lowery
- CRD
- 5036735
- Firm
- Kelman Lazarov · CRD 107727
- Role
- Senior Financial Advisor
- Office
- 5100 POPLAR AVE, STE 2805, Memphis, TN 38137-2805
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelman-lazarov.com
Where does April Lowery work?
April Lowery has been Senior Financial Advisor of Kelman Lazarov Inc since January 2025.
Is April Lowery a financial advisor?
Yes. April Lowery has a current investment-adviser registration in Tennessee, through Kelman Lazarov since March 2019.
How many years of experience does April Lowery have?
April Lowery has 20 years in the financial industry, since November 2005, across 1 adviser firm.
What exams has April Lowery passed?
April Lowery has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2005. FINRA credited April Lowery with the SIE, which began in October 2018.
Where is April Lowery based?
April Lowery’s registered office is in Memphis, TN.
Is April Lowery registered with FINRA?
No. April Lowery has no current broker registration.
How can I verify April Lowery’s record?
Search CRD 5036735 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes April Lowery’s full registration record.
Keith SchmittPresident/Director of Financial Planning- Michael MunekataChief Compliance Officer
Andrew BuzanTreasurer/Chief Investment Officer
Patrick O'HearnSecretary/Senior Financial Advisor
Christopher PurcellSenior Financial
Martin KelmanChairman- Ronald LazarovFounding Partner
Jacob SamuelsSenior Portfolio Manager