Zak Leedom Email & Phone Number
Head of Advisor Services @ WealthPlan Group
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Zak Leedom Location
- Santa Monica, CA, US
Zak Leedom Work
- 2025 -now Head of Advisor Services @
- 2021 -now Private Wealth Advisor @
- 2019 -2021 Partner and Senior Wealth Management Advisor @ SurePath Wealth Management
- 2016 -2019 Financial Advisor @
- 2016 -2016 Operations Assitant @
- 2013 -2015 Intern @
Zak Leedom Education
- West Virginia University
Bachelor's degree (Finance and Financial Management Services)
2012-2016
Zak Leedom Summary
- Zak Leedom, based in Santa Monica, CA, US, is currently a Head of Advisor Services at WealthPlan Group. Zak Leedom brings experience from previous roles at WealthSource Partners, LLC, SurePath Wealth Management and Libertas Wealth Management Group, Inc.. Zak Leedom holds a 2012 - 2016 Bachelor's degree in Finance and Financial Management Services @ West Virginia University. Zak Leedom has 2 emails and 2 mobile phone numbers on RocketReach.
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