Unclaimed Profile

Robert Frank Zagunis

JENSEN INVESTMENT MANAGEMENT INC·LAKE OSWEGO, Oregon

Series 2, Series 6, Series 63, Series 65Clean record31 years registeredJENSEN INVESTMENT MANAGEMENT INC

5500 MEADOWS ROAD, LAKE OSWEGO, OR 97035-3623CRD# 2314693Firm CRD# 105281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Frank Zagunis · LAKE OSWEGO, OR

Registration

CRD #2314693 · JENSEN INVESTMENT MANAGEMENT INC · 31 years registered

Brand Profile

Not yet started

Career History

KETURI INVESTMENT MANAGEMENT, LLC

Jul 2022 – present

JENSEN INVESTMENT MANAGEMENT INC.

Mar 1995 – Feb 2018

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · March 24, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JENSEN INVESTMENT MANAGEMENT INC

CRD 105281 · SEC 801-32726

AUM

$13.4B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Robert Frank Zagunis offer?

Robert Frank Zagunis specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Robert Frank Zagunis's credentials?

Robert Frank Zagunis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Frank Zagunis located?

Robert Frank Zagunis 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 Frank Zagunis charge for services?

Robert Frank Zagunis'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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