MK
Martin S. Kelman
KELMAN LAZAROV
MEMPHIS, TN 38137
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CRD#: 1006879
MK
Professional summary
Martin Samuel Kelman, CFP®, who also goes by Marty Kelman, is a registered financial advisor currently at KELMAN LAZAROV INC located in Memphis, Tennessee.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Martin has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Insurance Planning
Inheritance
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Social Security Planning
Retirement Income Management
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Marty Kelman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FACING HISTORY AND OURSELVES, NON-PROFIT, START: 01/03, 115 HULING AVE. MEMPHIS TN, 38103, NON-PROFIT ORG/BOARD MEMBER, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. KELMAN-LAZAROV, INC., START DATE: 04/01/1981, 5100 POPLAR AVE., SUITE 2805 MEMPHIS, TN 38137, CORPORATION, RIA, CHAIRMAN, IAR, PARTNER, PROVIDE COMPREHENSIVE INVESTMENT MANAGMENT AND FINANCIAL PLANNING SERVICES TO CLIENTS, INVESTMENT RELATED, 120 HOURS PER MONTH, 5.5 HOURS PER DAY DURING TRADING HOURS. 3. JEWISH COMMUNITY PARTNERS INC., START: 7/01/16, 6560 POPLAR AVE., MEMPHIS, TN 38138, INCORPORATED, NON-PROFIT ORGANIZATION, BOARD MEMBER, STRATEGIC AND ADVISORY, NOT INVESTMENT RELATED, 3-4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 4. ALLEGIS ADVISOR GROUP, CORPORATION, START DATE: 12/01/16, 10235 S. JORDAN GATEWAY, SUITE 100 SOUTH JORDAN, UT 84095, INSURANCE AGENCY, AGENT, NOT INVESTMENT RELATED, 10 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS. 5. MARTY AND DALE KELMAN JOINT REVOCABLE TRUST, START DATE: 8/31/2022, 5874 REDFEARN COVE, MEMPHIS, TX 38120, TRUST, TRUST, 100% OWNER OF TRUST, MAKE DECISIONS PER PROPERTY MANAGEMENT COMPANY'S RECOMMENDATIONS 50% OWNERSHIP OF THE TRUST ASSET, INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 6. UNIVERSITY OF MEMPHIS ALUMNI BOARD, START DATE: 7/01/2018, 635 NORMAL STREET, MEMPHIS, TN 38152, NPO THAT IS PART OF THE UMAA FOUNDATION, BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE, MEMBER OF BOARD, ADVISORY AND SUPPORTIVE OF UNIVERSITY, NOT INVESTMENT RELATED, 3 HOURS PER MONTH, NEGLIGIBLE HOURS PER DAY DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Samuel Kelman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1984
Experience
Current
March 11, 2004 - Present
KELMAN LAZAROV INC
Office #1: 5100 Poplar Avenue Suite 2904, Memphis, TN 38137RIA
CRD#: 107727
MEMPHIS, TN
Past
July 22, 2016 - November 29, 2024
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Memphis, TN
Past
January 6, 2012 - July 27, 2016
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MEMPHIS, TN
Past
September 9, 1998 - July 27, 2016
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MEMPHIS, TN
Past
January 31, 1997 - September 10, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
November 28, 1990 - January 31, 1997
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Past
January 4, 1982 - November 28, 1990
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Past
September 3, 1981 - December 20, 1981
CORNERSTONE FINANCIAL SERVICES, INC.
BD
CRD#: 953
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KL
KELMAN LAZAROV INC
KELMAN LAZAROV INC
CRD#: 107727 / SEC#: 801-45185
RIA
Registered Investment Advisory firm - (12/7/1993 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(11/12/2016)
IAR
Tennessee(3/11/2004)
IAR
Texas(1/5/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KL
KELMAN LAZAROV INC
KELMAN LAZAROV INC
CRD#: 107727 / SEC#: 801-45185
RIA
Registered Investment Advisory firm - (12/7/1993 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805
Mailing Address
Phone number
(901) 685-8284
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,353 |
| AUM (Assets Under Management) | $ 705,429,123 |
Red Flags
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Company Information
KELMAN LAZAROV INC
CRD#: 107727Memphis, TN 38137TRUST BUT VERIFY
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Contact information
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