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Rey Roy Arellano

Zenith Financial Planning Inc

Lenexa, KS

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Current Employers
Zenith Financial Planning Inc

Lenexa, KS • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-08-10
FL RA APPROVED 2025-06-23
MO RA APPROVED 2025-05-09
KS RA APPROVED 2024-06-02
TX RA APPROVED_RES 2024-05-28
  • LA RA
    APPROVED
    Since 2026-08-10
  • FL RA
    APPROVED
    Since 2025-06-23
  • MO RA
    APPROVED
    Since 2025-05-09
  • KS RA
    APPROVED
    Since 2024-06-02
  • TX RA
    APPROVED_RES
    Since 2024-05-28

Branch Locations

Lenexa, KS • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Petrovic Weaver Financial Services Prairie Village KS 06/2016 06/2017
Keen Wealth Advisors Overland Park KS 07/2017 05/2024
Zenith Financial Planning, Inc. Lenexa KS 05/2024 Present
Previous Registrations
  • 2017-07-19 → 2024-05-15
    Keen Wealth Advisors
    Overland Park, KS
    Overland Park, KS
  • 2017-03-17 → 2017-06-30
    Petrovic Financial Services
    Prairie Village, KS
  • 2014-01-22 → 2016-06-21
    Waddell & Reed
    Wichita, KS
    Wichita, KS
    Lawton, OK
    Colleyville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-22
  • S66 Uniform Combined State Law Examination
    2014-01-22
Designations

View on SEC IAPD

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