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.
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2000 |