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Brett Joseph Lee

Chief Compliance Officer, ShareholderThe Planning Center, Inc.CRD 6112206

About Brett Joseph Lee

Brett Joseph Lee is listed as Chief Compliance Officer, Shareholder at The Planning Center, Inc. in Moline, IL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of The Planning Center, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brett Joseph Lee work?

Brett Joseph Lee is listed as Chief Compliance Officer, Shareholder at The Planning Center, Inc. on SEC Form ADV.

How much of The Planning Center, Inc. does Brett Joseph Lee own?

Form ADV reports a beneficial ownership band of Under 5%.

The Planning Center, Inc.

TitleChief Compliance Officer, Shareholder
OwnershipUnder 5%
Control personYes
Since2025
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