Michael Munekata has been Chief Compliance Officer of Kelman Lazarov since May 2019, is a control person of the firm and directly owns between 5% and 10% of it.
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.
Investment adviser representative registrations
Michael Munekata is registered as an investment adviser representative in 2 states. The first approvals date from June 2017; the most recent is Texas, in January 2018.
- TennesseeSince 29 June 2017
- TexasSince 5 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 3 November 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 March 2017 |
| Series 7 | General Securities Representative Examination | 2 May 2016 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5800154
- Firm
- Kelman Lazarov · CRD 107727
- Role
- Chief Compliance Officer
- Office
- 5100 POPLAR AVE, STE 2805, Memphis, TN 38137-2805
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Munekata work?
Michael Munekata has been Chief Compliance Officer of Kelman Lazarov Inc since May 2019, and is a control person of the firm.
Is Michael Munekata a financial advisor?
Yes. Michael Munekata has a current investment-adviser registration in Tennessee and Texas, through Kelman Lazarov since June 2017.
How many years of experience does Michael Munekata have?
Michael Munekata has 10 years in the financial industry, since May 2016, across 1 adviser firm.
What exams has Michael Munekata passed?
Michael Munekata has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in May 2016. FINRA credited Michael Munekata with the SIE, which began in October 2018.
Where is Michael Munekata based?
Michael Munekata’s registered office is in Memphis, TN.
Is Michael Munekata registered with FINRA?
Yes. Michael Munekata has a current broker registration, under CRD 5800154.
Source: FINRA BrokerCheck
How can I verify Michael Munekata’s record?
Search CRD 5800154 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Munekata’s full registration record.
Keith SchmittPresident/Director of Financial Planning
Andrew BuzanTreasurer/Chief Investment Officer
April LowerySenior Financial Advisor
Patrick O'HearnSecretary/Senior Financial Advisor
Christopher PurcellSenior Financial
Martin KelmanChairman- Ronald LazarovFounding Partner
Jacob SamuelsSenior Portfolio Manager