Zachary Leedom (CRD# 6660596) is an Investment Advisor Representative working at Onedigital Investment Advisors in Anaheim Hills, CA and has over 7 years of experience in the finance industry. Zachary Leedom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Jan 2024 - Current | < 1 |
| Wealthsource Partners, LLC | Santa Monica, CA | Dec 2021 - Current | 2 |
| Wealthsource Partners, LLC | Columbus, OH | Mar 2021 - Dec 2021 | < 1 |
| Wealthsource Partners, LLC | Columbus, OH | Mar 2021 - Mar 2021 | < 1 |
| Surepath Wealth Management LLC | Columbus, OH | Dec 2019 - Mar 2021 | 1 |
| Libertas Wealth Management Group, Inc. | Columbus, OH | Jul 2016 - Dec 2019 | 3 |
| Libertas Wealth Management Group, Inc. | Columbus, OH | Jun 2016 - Jul 2016 | < 1 |
| West Virginia University | Morgantown, OH | Aug 2012 - May 2016 | 3 |
| Libertas Wealth Management Group, Inc. | Dublin, OH | Jun 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- CA
- TX
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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