PPrivate Fund Data Log in Join · $37/mo

Bryan Keith Lee

President/Chief Compliance OfficerStrategic Financial Planning, Inc.CRD 2444953

About Bryan Keith Lee

Bryan Keith Lee is listed as President/Chief Compliance Officer at Strategic Financial Planning, Inc. in Plano, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Strategic Financial Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bryan Keith Lee work?

Bryan Keith Lee is listed as President/Chief Compliance Officer at Strategic Financial Planning, Inc. on SEC Form ADV.

How much of Strategic Financial Planning, Inc. does Bryan Keith Lee own?

Form ADV reports a beneficial ownership band of Over 75%.

Strategic Financial Planning, Inc.

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2000
View Strategic Financial Planning, Inc. →