Bryan Keith Lee
Investment adviser representative at Strategic Financial Planning, Inc.
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$220.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Strategic Financial Planning, Inc.Aug 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Financial Planning, Inc.
$220.6MAssets managed
62Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2444953
- Firm CRD
- 118450