Shawn Patrick Lee
Managing Member/CcoIntegrative Planning, Inc.CRD 5892651
About Shawn Patrick Lee
Shawn Patrick Lee is listed as Managing Member/Cco at Integrative Planning, Inc. in Cornelius, NC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Integrative Planning, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Shawn Patrick Lee work?
Shawn Patrick Lee is listed as Managing Member/Cco at Integrative Planning, Inc. on SEC Form ADV.
How much of Integrative Planning, Inc. does Shawn Patrick Lee own?
Form ADV reports a beneficial ownership band of Over 75%.
Integrative Planning, Inc.
| Title | Managing Member/Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |