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ZL

Zachary S. Leedom

WEALTHPLAN INVESTMENT MANAGEMENT LLC
Anaheim Hills, CA 92807
Some features on this profile are disabled
CRD#: 6660596
ZL

Professional summary

Zachary Scott Leedom, CFP®, who also goes by Zak Leedom, is a registered financial advisor currently at WEALTHPLAN INVESTMENT MANAGEMENT LLC located in Anaheim Hills, California.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Zachary has worked at 5 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zak Leedom

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Scott Leedom's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

May 1, 2025 - Present

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Office #1: 6200 East Canyon Rim Road, Suite 202a, Anaheim Hills, CA 92807
RIA
CRD#: 311364
Anaheim Hills, CA
Past

January 5, 2024 - May 30, 2025

ONEDIGITAL

RIA
CRD#: 106766
Anaheim Hills, CA
Past

March 5, 2021 - October 26, 2024

WEALTHSOURCE®

RIA
CRD#: 282202
SANTA MONICA, CA
Past

January 2, 2020 - March 30, 2021

SUREPATH WEALTH MANAGEMENT

RIA
CRD#: 283458
Columbus, OH
Past

July 8, 2016 - December 12, 2019

LIBERTAS WEALTH MANAGEMENT GROUP, INC.

RIA
CRD#: 157769
COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC

CRD#: 311364 / SEC#: 801-120004

RIA
Registered Investment Advisory firm - (12/18/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/1/2025)
IAR
Texas
(5/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/7/2016
Uniform Investment Adviser Law Examination

Current Firm

WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
FELTZ WEALTHPLAN | WEALTHPLAN PARTNERS - THE COBLE & MCCUNE TEAM | WEALTHPLAN INVESTMENT MANAGEMENT LLC | WEALTHPLAN GROUP PACIFIC NORTHWEST | WEALTHPLAN GROUP COBLE MCCUNE TEAM | WEALTHPLAN GROUP | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | OGARD PRIVATE WEALTH, LLC

CRD#: 311364 / SEC#: 801-120004

RIA
Registered Investment Advisory firm - (12/18/2020 Approved)
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Contact information

Main Address
101 S 108th Ave 3rd Floor, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts3,957
AUM (Assets Under Management)$ 1,574,375,590

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHPLAN INVESTMENT MANAGEMENT LLC

CRD#: 311364Anaheim Hills, CA 92807

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