STRATEGIC FINANCIAL PLANNING, INC.
CRD #118450 SEC #801-120190 PLANO, TX 972-403-1234
SEC Registered
Total AUM
$191.5M
Discretionary
$191.5M
Employees
3
Clients
51
Accounts
553
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, BRYAN, KEITH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 21, 2025 REGISTERED
Notice Filings (1)
TX
Address
6513 PRESTON RD., SUITE 100PLANO, TX 75024
United States
Phone: 972-403-1234