Keith Schmitt is a registered investment advisor, based in Memphis, TN, with 20 years of industry experience.
Location
5100 Poplar Avenue, Suite 2805, Memphis, TN, 38137
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is a Director of Financial Planning, IAR, and Partner at Kelman-Lazarov Inc., dedicating nearly full-time hours to investment management and financial planning. He also owns a vacation rental property, serves as a board member for a charity, and is an independent insurance agent.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Kelman Lazarov INC
Previous Registrations
Kelman Lazarov INC
Cetera Advisor Networks LLCBroker
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.