Zachary Scott Leedom
Investment adviser representative at Wealthplan Investment Management LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wealthplan Investment Management LLCMay 2025 to now
- Onedigital Investment Advisors LLCJan 2024 to May 2025
- Wealthsource Partners, LLCMar 2021 to Sep 2024
- Surepath Wealth Management LLCDec 2019 to Mar 2021
- Libertas Wealth Management Group, Inc.Jul 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6660596
- Firm CRD
- 311364