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ZR

Zachary A. Rader

BEACON FINANCIAL PLANNING
BLOOMINGTON, IN
CRD#: 8203438
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ZR
Zachary Andrew RaderBEACON FINANCIAL PLANNING

Professional summary

Zachary Andrew Rader, who also goes by Zach Rader, Zachary A Rader, Zachary Rader, is a registered financial advisor currently at BEACON FINANCIAL PLANNING located in Bloomington, Indiana.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Zachary has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Zach Rader | Zachary A Rader | Zachary Rader

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 Andrew Rader'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®
None

Experience

Current

January 7, 2026 - Present

BEACON FINANCIAL PLANNING

RIA
CRD#: 340096
BLOOMINGTON, IN

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
Indiana
(1/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/23/2025
Uniform Investment Adviser Law Examination

Current Firm

BF
BEACON FINANCIAL PLANNING
BEACON FINANCIAL PLANNING | BEACON FINANCIAL PLANNING LLC

CRD#: 340096 / SEC#:

Indiana
Registered Investment Advisory firm - (1/7/2026 Approved)
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Contact information

Main Address
Bloomington, IN
Mailing Address
Phone number
(812) 364-3646
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

BEACON FINANCIAL PLANNING

CRD#: 340096Bloomington, IN

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