Bryan K. Lee
STRATEGIC FINANCIAL PLANNING
Plano, TX 75024
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CRD#: 2444953
Professional summary
Bryan Keith Lee, CFP® is a registered financial advisor currently at STRATEGIC FINANCIAL PLANNING, INC. located in Plano, Texas.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bryan has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Other Business #1 of 2: ? CH&W, LLC d/b/a Complete Health & Wellness; NOT investment-related; 860 Hebron Pkwy. #1001 Lewisville, TX 75057; Chiropractic/wellness; Managing member; 5/7/2009 to present; Approximately 1 hour per month (none of which is during securities trading hours); Review and advise on primarily financial aspects of the business //// Other Business #2 of 2: Brymor Development, LLC; NOT investment-related; 4021 New Forest Dr Plano, TX 75093; Real estate holding company for my businesses' buildings in order to reduce liability of holding them individually; Managing Member; 3/17/2006 to present; Approximately 1 hour per month (none of which is during securities trading hours); Accept rent payments, pay property taxes and inspect building condition.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Keith Lee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
January 7, 2003 - Present
STRATEGIC FINANCIAL PLANNING, INC.
Office #1: 6513 Preston Rd., Suite 100, Plano, TX 75024RIA
CRD#: 118450
Plano, TX
Past
November 20, 1998 - June 16, 1999
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
January 9, 1997 - June 11, 1997
MUTUALS.COM, INC.
BD
CRD#: 36525
DALLAS, TX
Past
January 22, 1994 - September 26, 1994
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
STRATEGIC FINANCIAL PLANNING, INC.
STRATEGIC FINANCIAL PLANNING, INC.
CRD#: 118450 / SEC#: 801-120190
RIA
Registered Investment Advisory firm - (1/19/2021 Approved)Texas
Registered Investment Advisory firm - (2/1/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/7/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SF
STRATEGIC FINANCIAL PLANNING, INC.
STRATEGIC FINANCIAL PLANNING, INC.
CRD#: 118450 / SEC#: 801-120190
RIA
Registered Investment Advisory firm - (1/19/2021 Approved)Texas
Registered Investment Advisory firm - (2/1/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6513 Preston Rd., Suite 100, Plano, TX 75024
Mailing Address
Phone number
(972) 403-1234
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 553 |
| AUM (Assets Under Management) | $ 191,475,879 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/05/2025 | ||
| 11/21/2024 | ||
| 10/06/2023 |
Red Flags
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Company Information
STRATEGIC FINANCIAL PLANNING, INC.
CRD#: 118450Plano, TX 75024TRUST BUT VERIFY
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