Robert F. Zagunis

KETURI INVESTMENT MANAGEMENT

LAKE OSWEGO, OR 97035

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CRD#: 2314693

Professional summary

Robert Frank Zagunis is a registered financial advisor currently at KETURI INVESTMENT MANAGEMENT, LLC located in Lake Oswego, Oregon.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 6 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

01/2012: OWNER OF RENTAL PROPERTY. NO CONFLICT OF RESPONSIBILITIES AND ZERO TRADING HOURS ARE DEVOTED TO THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frank Zagunis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2022 - Present

KETURI INVESTMENT MANAGEMENT, LLC

Office #1: 17620 Pilkington Rd, Lake Oswego, OR 97035

RIA

CRD#: 315951

LAKE OSWEGO, OR

Past

September 18, 2009 - July 8, 2013

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

March 24, 1995 - February 28, 2018

JENSEN INVESTMENT MANAGEMENT INC.

RIA

CRD#: 105281

LAKE OSWEGO, OR

Past

January 29, 1993 - February 4, 1994

JENSEN PORTFOLIO BROKERAGE, INC.

CRD#: 30183

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/31/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/17/2009

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 2

Date: 2/17/1995

Non-Member General Securities Examination

Current Firm

KETURI INVESTMENT MANAGEMENT, LLC

CRD#: 315951 / SEC#:

Oregon

Registered Investment Advisory firm - (7/21/2022 Approved)

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Contact information

Main Address

17620 Pilkington Rd., Lake Oswego, OR 97035-5361

Mailing Address

Phone number

(503) 970-6830

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 48,557,867

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert F. Zagunis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frank Zagunis's CRS (Customer Relationship Summary).

Certified licenses

Experience

KETURI INVESTMENT MANAGEMENT, LLC

QUASAR DISTRIBUTORS, LLC

JENSEN INVESTMENT MANAGEMENT INC.

JENSEN PORTFOLIO BROKERAGE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2022

Series 63

Date: 10/12/2009

Series 6

Date: 9/17/2009

Series 2

Date: 2/17/1995

Current Firm

KETURI INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KETURI INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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