Bryan Keith Lee

Employer firm

Strategic Financial Planning, Inc. CRD 118450

$221M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1999 → Present
  Strategic Financial Planning, Inc.
  Plano, TX

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  1997-01-13
• S63 Uniform Securities Agent State Law Examination
  1994-01-25

Designations

• Certified Financial Planner