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.
| Title | Chief Compliance Officer, Shareholder |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |