Investment adviser representative · Leading Edge Financial Planning LLC
Zack H. Payne
CRD 7326023 · Knoxville, TN
At a glance
Zack H. Payne is an investment adviser representative with Leading Edge Financial Planning LLC in Knoxville, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zack’s SEC record dates to 2022, about 4 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Leading Edge Financial Planning LLCSince January 2026Knoxville, TN · $522M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zack’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.