Zachery Paul Rearrick
Investment adviser representative at The Legacy Financial Group, Inc.
10 yearsExperience
2 statesRegistered in
$590.7MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- The Legacy Financial Group, Inc.Feb 2023 to now
- Bankers LifeAug 2022 to Feb 2023
- Strohmaier ConstructionJul 2021 to Jul 2022
- Liberty MutualJul 2016 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
The Legacy Financial Group, Inc.
$590.7MAssets managed
317Clients
8Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7712830
- Firm CRD
- 135059