Bryan Lee has been President/Chief Compliance Officer of Strategic Financial Planning since January 2000, is a control person of the firm and directly owns 75% or more of it. Bryan Lee holds an MBA in International Finance from the University of North Texas and a Bachelor's degree from the University of North Texas.
Strategic Financial Planning, Inc. is a Plano, TX firm with $221M under management, 62 clients and 3 advisers in one office, as of its March 2026 filing.
Bryan Lee founded Strategic Financial Planning Inc. to provide financial planning and investment advisory services to individuals and small businesses. He began his financial career with Fidelity Investments in 1993. He is a past President and then Chairman of the Dallas/Fort Worth Chapter of the Financial Planning Association.
- – present · 23 yearsPlano, TX · Adviser representative · Firm CRD 118450
Professional designations
Listed by Strategic Financial Planning
- CFP®
Investment adviser representative registrations
Bryan Lee is registered as an investment adviser representative in Texas, since January 2003.
- TexasSince 7 January 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 January 1997 |
| Series 7 | General Securities Representative Examination | 8 January 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 January 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 January 1994 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bryan Keith Lee
- CRD
- 2444953
- Firm
- Strategic Financial Planning · CRD 118450
- Role
- President/Chief Compliance Officer
- Office
- 6513 PRESTON RD., SUITE 100, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicfp.com
Where does Bryan Lee work?
Bryan Lee has been President/Chief Compliance Officer of Strategic Financial Planning, Inc. since January 2000, and is a control person of the firm.
Is Bryan Lee a financial advisor?
Yes. Bryan Lee has a current investment-adviser registration in Texas, through Strategic Financial Planning since January 2003.
How many years of experience does Bryan Lee have?
Bryan Lee has 23 years in the financial industry, since January 2003, across 1 adviser firm.
What exams has Bryan Lee passed?
Bryan Lee has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in January 1994.
Where is Bryan Lee based?
Bryan Lee’s registered office is in Plano, TX.
Is Bryan Lee registered with FINRA?
No. Bryan Lee has no current broker registration.
Is Bryan Lee a CFP?
Strategic Financial Planning lists Bryan Lee with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Bryan Lee’s record?
Search CRD 2444953 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Lee’s full registration record.