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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Rey Roy Arellano

Advisor at ZENITH FINANCIAL PLANNING INC

LENEXA, KS

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Search this name across graphsid dfx:ria:a934eaa0-4846-2c4b-a848-2bd465aa87f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ZENITH FINANCIAL PLANNING INC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 22, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 22, 2014
First registration: Jan 22, 2014
Dual registered: no
IAPD individual key: 6262065

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ZENITH FINANCIAL PLANNING INC	State registered	May 28, 2024	n/a	yes	LENEXA, KS	Current employment
KEEN WEALTH ADVISORS	Independent wealth	Jul 19, 2017	May 15, 2024	no	OVERLAND PARK, KS\|OVERLAND PARK, KS	Previous registration
PETROVIC FINANCIAL SERVICES	Former SEC adviser	Mar 17, 2017	Jun 30, 2017	no	PRAIRIE VILLAGE, KS	Previous registration
WADDELL & REED	Former SEC adviser	Jan 22, 2014	Jun 21, 2016	no	WICHITA, KS\|WICHITA, KS\|LAWTON, OK\|COLLEYVILLE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KEEN WEALTH ADVISORS	ZENITH FINANCIAL PLANNING INC	May 15, 2024	May 28, 2024	13	Firm change	RIA to state RIA
PETROVIC FINANCIAL SERVICES	KEEN WEALTH ADVISORS	Jun 30, 2017	Jul 19, 2017	19	Firm change	Other
WADDELL & REED	PETROVIC FINANCIAL SERVICES	Jun 21, 2016	Mar 17, 2017	269	Firm change	Other

Relationships

Registered with (4)

→ ZENITH FINANCIAL PLANNING INCRegistered adviserregistration: current employment
May 28, 2024 to presentfactForm ADV
→ KEEN WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 19, 2017 to May 15, 2024factForm ADV
→ PETROVIC FINANCIAL SERVICESRegistered adviserregistration: previous registration
Mar 17, 2017 to Jun 30, 2017factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 22, 2014 to Jun 21, 2016factForm ADV

Dated events

Occurred
May 15, 2024
Advisor changed firm
Rey Roy Arellano left Keen Wealth Advisors for Zenith Financial Planning Inc (registered 2024-05-28)
Form ADVobserved 6 days ago