Rey R. Arellano

ZENITH FINANCIAL PLANNING

LENEXA, KS

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CRD#: 6262065

Professional summary

Rey Roy Arellano, CFP® is a registered financial advisor currently at ZENITH FINANCIAL PLANNING INC located in Lenexa, Kansas.

Rey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Rey Roy Arellano'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

Start date: 2016

Experience

Current

June 2, 2024 - Present

ZENITH FINANCIAL PLANNING INC

RIA

CRD#: 331585

LENEXA, KS

Past

July 19, 2017 - May 15, 2024

KEEN WEALTH ADVISORS

RIA

CRD#: 170293

OVERLAND PARK, KS

Past

March 17, 2017 - June 30, 2017

PETROVIC FINANCIAL SERVICES

RIA

CRD#: 273039

PRAIRIE VILLAGE, KS

Past

January 22, 2014 - June 21, 2016

WADDELL & REED

RIA

CRD#: 866

LAWTON, OK

Past

December 3, 2013 - June 21, 2016

WADDELL & REED

CRD#: 866

LAWTON, OK

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

Florida
(6/23/2025)

IAR

Kansas
(6/2/2024)

IAR

Missouri
(5/9/2025)

IAR

Texas
(6/7/2024)

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 66

Date: 1/22/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2013

General Securities Representative Examination

Current Firm

ZENITH FINANCIAL PLANNING INC

RRA HOLDINGS | ZENITH FINANCIAL PLANNING INC | ZENITH FINANCIAL PLANNING

CRD#: 331585 / SEC#:

Florida

Registered Investment Advisory firm - (6/23/2025 Approved)

Kansas

Registered Investment Advisory firm - (5/31/2024 Approved)

Missouri

Registered Investment Advisory firm - (5/9/2025 Approved)

Texas

Registered Investment Advisory firm - (10/22/2024 Conditional Restricted)

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Contact information

Main Address

Lenexa, KS

Mailing Address

Phone number

(913) 585-0088

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 24,500,500

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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Rey R. Arellano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rey Roy Arellano's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZENITH FINANCIAL PLANNING INC

KEEN WEALTH ADVISORS

PETROVIC FINANCIAL SERVICES

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2014

SIE

Date: 6/21/2016

Series 7

Date: 12/3/2013

Current Firm

ZENITH FINANCIAL PLANNING INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZENITH FINANCIAL PLANNING INC

TRUST BUT VERIFY

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