Stephanie Lynn Goetsch
Investment adviser representative at Kelman Lazarov Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$894.6MFirm assets
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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
11 years in the industry.
- Mutual Securities, Inc.Jun 2026 to now
- Kelman Lazarov Inc.Apr 2023 to now
- Mutual Securities, Inc.Apr 2023 to Sep 2024
- Raymond James Financial Services Advisors Inc.May 2021 to Apr 2023
- Raymond James Financial Services Inc.May 2021 to Apr 2023
- Bank of America, N.A.Aug 2019 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to May 2021
- Furman UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6940618
- Firm CRD
- 107727