Mee-kyong Lee
CORE PLANNING
Tacoma, WA
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CRD#: 5439729
Professional summary
Mee-kyong Lee, CFP®, who also goes by Mk Lee, is a registered financial advisor currently at CORE PLANNING located in Tacoma, Washington.
Mee-kyong is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mee-kyong has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
MK and her family live in Tacoma, WA, where she enjoys the relaxed culture and the natural splendor of the Pacific Northwest. She is passionate about keeping a work/life balance and to that end is a frequent traveler who prioritizes spending time with family and friends.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Budgeting
Do you have an area of expertise or specialization?
Corporate Executives
Financial Psychology/Coaching
Generation X
High Net Worth Client Needs
Investment Advice without Ongo...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Mk Lee
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.
MK Lee (Sole Proprietor) 2112 N Anderson St Tacoma, WA 98402 Online Content Creation Non-Investment Related Approximately 10% per month, 10% during securities hours.
CRS (Client Relationship Summary) - RIA
Click below to view Mee-kyong 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: 2017
Experience
Current
June 13, 2025 - Present
CORE PLANNING
RIA
CRD#: 154660
Tacoma, WA
Past
February 21, 2019 - June 24, 2025
SEAMFI
RIA
CRD#: 299333
TACOMA, WA
Past
April 25, 2013 - August 12, 2015
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
SAN FRANCISCO, CA
Past
October 1, 2008 - August 12, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SAN FRANCISCO, CA
Past
November 13, 2007 - October 1, 2008
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
NEW YORK, NY
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".
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 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
California(6/13/2025)
IAR
Missouri(6/13/2025)
IAR
Washington(6/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
706 N Main St, Ofallon, MO 63366
Mailing Address
Phone number
(636) 734-7507
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
