![Keith Francis Schmitt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Keith Francis Schmitt
Membre du Comité d'Investissement chez
Kelman-Lazarov, Inc.
Profil
Mr. Keith F.
Schmitt is a Director of Financial Planning at Kelman-Lazarov, Inc. He is also a Senior Financial Advisor & Shareholder.
He leads, guides and coordinates the firm’s financial planning, consulting and strategic investing activities.
He joined Kelman-Lazarov in 2008 and became a partner in 2019.
He received his undergraduate degree from the University of Memphis and an MBA from the University of Memphis.
He is a Certified Retirement Counselor.
He has passed his Series 7 (Securities) and Series 66 (Investment Advisor) securities industry licenses as well as a variety of state insurance licenses.
Postes actifs de Keith Francis Schmitt
| Sociétés | Poste | Début |
|---|---|---|
Kelman-Lazarov, Inc.
 Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Membre du Comité d'Investissement | 01/09/2008 |
Formation de Keith Francis Schmitt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
35
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Memphis
 University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Finance |
