Zack Henry Payne
Investment adviser representative at Leading Edge Financial Planning LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$521.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Leading Edge Financial Planning LLCJan 2026 to now
- Cerity Partners, LLCApr 2023 to Jan 2026
- Argi Investments Services, LLCJan 2022 to Apr 2023
- Que BuenosSep 2020 to Jan 2022
- Western Kentucky UniversityAug 2018 to Jan 2022
- Breckinridge County High SchoolAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
Leading Edge Financial Planning LLC
$521.8MAssets managed
302Clients
9Advisers
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
- 7326023
- Firm CRD
- 277149