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
- Head of Advisor Services @ (May 2025 - Present)
- Private Wealth Advisor @ (March 2021 - Present)
- Partner and Senior Wealth Management Advisor @ SurePath Wealth Management (December 2019 - March 2021)
- Financial Advisor @ (July 2016 - December 2019)
- Operations Assitant @ (June 2016 - July 2016)
- Intern @ (June 2013 - December 2015)
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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