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Zack Henry Payne

Leading Edge Financial Planning LLC

Knoxville, TN

Bowling Green, KY

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Current Employers
Leading Edge Financial Planning Llc

6921 Office Park Circle, Knoxville, TN 37909 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-28
  • KY RA
    APPROVED
    Since 2026-01-28

Branch Locations

6921 Office Park Circle, Knoxville, TN 37909 • United States

Bowling Green, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argi Investments Services, Llc Bowling Green KY 01/2022 04/2023
Western Kentucky University Bowling Green KY 08/2018 01/2022
Breckinridge County High School Harned KY 08/2014 08/2018
Cerity Partners, Llc Bowling Green KY 04/2023 01/2026
Leading Edge Financial Planning Llc Bowling Green KY 01/2026 Present
Que Buenos Bowling Green KY 09/2020 01/2022
  • 01/2022 → 04/2023
    Argi Investments Services, Llc
    Bowling Green, KY
  • 08/2018 → 01/2022
    Western Kentucky University
    Bowling Green, KY
  • 08/2014 → 08/2018
    Breckinridge County High School
    Harned, KY
  • 04/2023 → 01/2026
    Cerity Partners, Llc
    Bowling Green, KY
  • 01/2026 → Present
    Leading Edge Financial Planning Llc
    Bowling Green, KY
  • 09/2020 → 01/2022
    Que Buenos
    Bowling Green, KY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2022-07-08
Designations

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

More in Knoxville, TN

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