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Robert David Mciver

JENSEN INVESTMENT MANAGEMENT INC·LAKE OSWEGO, Oregon
Series 6, Series 63, Series 65Clean record20 years registeredJENSEN INVESTMENT MANAGEMENT INC
5500 MEADOWS ROAD, LAKE OSWEGO, OR 97035-3623CRD# 5124641Firm CRD# 105281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert David Mciver · LAKE OSWEGO, OR
Registration
CRD #5124641 · JENSEN INVESTMENT MANAGEMENT INC · 20 years registered
Brand Profile
Not yet started
01

Career History

JENSEN INVESTMENT MANAGEMENT INC.
May 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · May 18, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JENSEN INVESTMENT MANAGEMENT INC
CRD 105281 · SEC 801-32726
AUM
$13.4B
Regulatory assets under management
Employees
41
431 client accounts
Services offered by JENSEN INVESTMENT MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at JENSEN INVESTMENT MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Robert David Mciver offer?
Robert David Mciver specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Robert David Mciver's credentials?
Robert David Mciver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert David Mciver located?
Robert David Mciver is based in LAKE OSWEGO, Oregon, working with JENSEN INVESTMENT MANAGEMENT INC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Robert David Mciver charge for services?
Robert David Mciver's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JENSEN INVESTMENT MANAGEMENT INC?
JENSEN INVESTMENT MANAGEMENT INC has approximately 41 employees and manages $13.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JENSEN INVESTMENT MANAGEMENT INC

Robert Frank Zagunis
LAKE OSWEGO, OR
Eric Herbert Schoenstein
LAKE OSWEGO, OR

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Research
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