Bruce K. Lee Founder of Keeback Wealth Management Company
                     Bruce K. Lee
Founder of Keeback Wealth 
Management Company
CEO of Keebeck
Bruce K. Lee iis the 
founder and CEO of 
Keebeck Weallth 
Management, an 
iindependent weallth 
management fiirm based 
iin Chiicago, Illll and a 
member of the Dynasty 
Fiinanciiall Partners 
Network of iindependent 
adviisory fiirms. 
Bruce K. Lee - Key Functionalities
Financial Advisor
Founder and CEO of Keebeck
Wealth Advisor
Leader in Financial Planning Industry
Bruce K. Lee iis a fiinanciiall 
adviisor who made a name for 
hiimsellf as a lleader iin the 
fiinanciiall pllanniing iindustry. As 
a company lleader, he has 
counselled severall clliients 
giiviing them the toolls they 
need to grow and handlle 
weallth. 
Disruptor in Wealth Management Industry
Keebeck Weallth 
Management’’s moniiker iis 
based on CEO and founder 
Bruce K. Lee’’s Korean giiven 
name, Keebeck, whiich means 
‘‘to ascend’’.  True to iits name, 
Keebeck has outperformed allll 
expectatiions becomiing a 
diisruptor iin the weallth 
management iindustry.
Investment Experience
Bruce K. Lee 
iincorporates 33 years of 
iinvestment experiience 
wiith an iinnovatiive 
approach that iis focused 
on iintellllectuall capiitall, 
technollogy and 
strategiies that siimplliify 
compllex pllanniing.
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Lee
https://www.startus.cc/people/bruce-k
_lee
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