Keith Francis Schmitt
Investment adviser representative at Kelman Lazarov Inc
18 yearsExperience
4 statesRegistered in
$894.6MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Mutual Securities, Inc.Jul 2016 to now
- Kelman-lazarov, Inc.Sep 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (LA, MA, TN, TX).
Kelman Lazarov Inc
$894.6MAssets managed
579Clients
13Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4931657
- Firm CRD
- 107727