Kelman Lazarov Inc.

Kelman Lazarov Inc. (CRD# 107727) is a financial advisory firm headquartered in Memphis, TN. They manage $318,770,079 in 887 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    887
    ACCOUNTS
  • Average Account Value
    $359,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, LA, MI, MS, TN, TX, VA

Financial Advisors at Kelman Lazarov Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Sharon E. Hammer
CRD#: 5704389
5100 Poplar Avenue, Suite 2805, Memphis, TN 38137
96
Wealthminder
score

Sharon Hammer (CRD# 5704389) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 7 years of experience in the finance industry. Sharon Hammer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ronald J. Lazarov
CRD#: 872581
5100 Poplar Avenue, Suite 2805, Memphis, TN 38137
96
Wealthminder
score

Ronald Lazarov (CRD# 872581) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 37 years of experience in the finance industry. Ronald Lazarov has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Howard B. Manis
CRD#: 5093454
5100 Poplar Ave., Suite 2805, Memphis, TN 38137
96
Wealthminder
score

Howard Manis (CRD# 5093454) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 10 years of experience in the finance industry. Howard Manis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William I. Steinberg
CRD#: 1862513
5100 Poplar Avenue, Suite 2805, Memphis, TN 38137
96
Wealthminder
score

William Steinberg (CRD# 1862513) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 28 years of experience in the finance industry. William Steinberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kristen M. Ellis
CRD#: 5383899
5100 Poplar Ave, Ste 2805, Memphis, TN 38137
93
Wealthminder
score

Kristen Ellis (CRD# 5383899) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 8 years of experience in the finance industry.

6
Keith F. Schmitt
CRD#: 4931657
5100 Poplar Avenue, Suite 2805, Memphis, TN 38137
93
Wealthminder
score

Keith Schmitt (CRD# 4931657) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 10 years of experience in the finance industry.

7
Andrew D. Buzan
CRD#: 5337819
5100 Poplar Ave, Ste 2805, Memphis, TN 38137
92
Wealthminder
score

Andrew Buzan (CRD# 5337819) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 3 years of experience in the finance industry.

8
Adam M. Lazarov
CRD#: 5521795
5100 Poplar Ave, Ste 2805, Memphis, TN 38137
88
Wealthminder
score

Adam Lazarov (CRD# 5521795) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has 1 year of experience in the finance industry.

9
Jacob C. Samuels
CRD#: 6192304
5100 Poplar Ave, Ste 2805, Memphis, TN 38137
88
Wealthminder
score

Jacob Samuels (CRD# 6192304) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has 1 year of experience in the finance industry.

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