Zachary Scott Leedom

Employer firm

Wealthplan Investment Management LLC CRD 311364

$2.19B regulatory AUM 372 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 03/2021
  Surepath Wealth Management Llc
  Columbus, OH
• 07/2016 → 12/2019
  Libertas Wealth Management Group, Inc.
  Columbus, OH
• 03/2021 → 03/2021
  Wealthsource Partners, Llc
  Columbus, OH
• 03/2021 → 12/2021
  Wealthsource Partners, Llc
  Columbus, OH
• 12/2021 → 09/2024
  Wealthsource Partners, Llc
  Santa Monica, CA
• 01/2024 → 05/2025
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 05/2025 → Present
  Wealthplan Investment Management
  Omaha, NE

Previous Registrations

• 2024-01-05 → 2025-05-30
  Onedigital
  Anaheim Hills, CA
  Santa Monica, CA
  Overland Park, KS
• 2021-03-05 → 2024-10-26
  Wealthsource®
  Columbus, OH
  Columbus, OH
  Santa Monica, CA
• 2020-01-02 → 2021-03-30
  Surepath Wealth Management
  Columbus, OH
  Austin, TX
• 2016-07-08 → 2019-12-12
  Libertas Wealth Management Group, Inc.
  Columbus, OH

Other Businesses

1) FREEDOM WEALTH PLANNING LLC; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; SHELL COMPANY; OWNER; DECEMBER 13, 2019 START DATE; 0.5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL MANAGEMENT AND FINANCIAL DUTIES. _____ ¦ _____ 2) FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED BUSINESS; PRIVATE RESIDENCE; INSURANCE SALES, PRESIDENT AND INSURANCE AGENT; JANUARY 20, 2022 START DATE; 3 HRS/MONTH DEVOTED; 1 HR/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES AND MANAGEMENT AND SUPERVISION DUTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-07

Designations

• Certified Financial Planner

Other Names

• Zak Leedom