Zachary C. Reyes

CIRCADIA FINANCIAL PLANNING

ROTAN, TX 79546

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CRD#: 6049447

Professional summary

Zachary Caleb Reyes, CFP®, who also goes by Zach Reyes, is a registered financial advisor currently at CIRCADIA FINANCIAL PLANNING located in Rotan, Texas.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Zachary has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Reyes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Caleb Reyes's 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

April 7, 2025 - Present

CIRCADIA FINANCIAL PLANNING

Office #1: 113 N. Garfield Ave., Rotan, TX 79546

RIA

CRD#: 334451

ROTAN, TX

Past

July 31, 2012 - March 29, 2018

CLINTSMAN FINANCIAL PLANNING

RIA

CRD#: 120293

SOUTHLAKE, TX

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

Texas
(4/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/2012

Uniform Investment Adviser Law Examination

Current Firm

CIRCADIA FINANCIAL PLANNING

CIRCADIA FINANCIAL PLANNING | CIRCADIA FINANCIAL PLANNING LLC

CRD#: 334451 / SEC#:

Texas

Registered Investment Advisory firm - (4/7/2025 Approved)

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Contact information

Main Address

113 N. Garfield Ave., Rotan, TX 79546

Mailing Address

Phone number

(214) 380-4345

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Zachary C. Reyes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Caleb Reyes's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIRCADIA FINANCIAL PLANNING

CLINTSMAN FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2012

Current Firm

CIRCADIA FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

CIRCADIA FINANCIAL PLANNING

TRUST BUT VERIFY

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