Keith Schmitt has been President/Director of Financial Planning of Kelman Lazarov since January 2026, is a control person of the firm and directly owns between 25% and 50% of it. Keith Schmitt holds a B.B.A. in finance from the University of Memphis and an MBA 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.
Keith Schmitt is Director of Financial Planning of Kelman-Lazarov, based in Memphis. As managing partner for financial planning, he leads, guides and coordinates the firm's financial planning, consulting and strategic investing activities. He joined Kelman-Lazarov in 2008, became a partner in 2019, and served on the University of Memphis faculty as an adjunct professor.
Keith Schmitt’s longest registration is the current one, 14 years at Kelman Lazarov since 2011. Before joining Kelman Lazarov in 2011, Keith Schmitt was registered through FTB Advisors, Inc.
- Kelman Lazarov IncCurrent– present · 14 yearsMemphis, TN · Adviser representative · Firm CRD 107727
- FTB Advisors, Inc.– · 2 yearsCollierville, TN · Adviser representative · Firm CRD 17117
Professional designations
Listed by Kelman Lazarov
- Certified Retirement Counselor® (CRC®)
Investment adviser representative registrations
Keith Schmitt is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from December 2011; the most recent is Massachusetts, in January 2022.
- LouisianaSince 14 November 2016
- MassachusettsSince 11 January 2022
- TennesseeSince 13 December 2011
- TexasResidentSince 7 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 June 2006 |
| Series 7 | General Securities Representative Examination | 11 July 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Keith Francis Schmitt
- CRD
- 4931657
- Firm
- Kelman Lazarov · CRD 107727
- Role
- President/Director of Financial Planning
- Office
- 5100 POPLAR AVENUE, SUITE 2805, Memphis, TN 38137
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- kelman-lazarov.com
Where does Keith Schmitt work?
Keith Schmitt has been President/Director of Financial Planning of Kelman Lazarov Inc since January 2026, and is a control person of the firm.
Is Keith Schmitt a financial advisor?
Yes. Keith Schmitt has a current investment-adviser registration in Louisiana, Massachusetts, Tennessee and Texas, through Kelman Lazarov since December 2011.
How many years of experience does Keith Schmitt have?
Keith Schmitt has 21 years in the financial industry, since August 2005, across 2 adviser firms.
What exams has Keith Schmitt passed?
Keith Schmitt has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2005. FINRA credited Keith Schmitt with the SIE, which began in October 2018.
Where did Keith Schmitt work before Kelman Lazarov?
Before Kelman Lazarov, Keith Schmitt was registered through FTB Advisors, Inc., July 2006 to August 2008.
Where is Keith Schmitt based?
Keith Schmitt’s registered office is in Memphis, TN.
Is Keith Schmitt registered with FINRA?
Yes. Keith Schmitt has a current broker registration, under CRD 4931657.
Source: FINRA BrokerCheck
How can I verify Keith Schmitt’s record?
Search CRD 4931657 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Keith Schmitt’s full registration record.
