Hi, I am Bob Zaun. I grew up on a family farm in Valley City, ND with eight siblings. My grandfather, Frank Zaun, taught me the necessity of putting "hay in the barn" during the good years on the farm so we could make it through the not-so-good years. At an early age, I met Grandpa's Edward Jones financial advisor and learned the fundamental steps of long-term financial strategies. That experience motivated me to build a career helping others to be responsible for their own financial well-being and goals.
The lessons I learned as a kid for quality, long-term investing launched my passion to help others achieve financial confidence in their individual investments through all market cycles and conditions and ultimately led me to become an Edward Jones financial advisor.
Having a thorough understanding of the client's goals and making those goals a priority is what helps me create strong client relationships. In my 20-plus years of experience, I have continually improved strategies to tailor solutions to the needs of our clients and encourage investments based on risk tolerance and overall portfolio objectives.
My skilled and personable team of branch office administrators -- Terri, Amy, Louise and Denise -- help clients feel an ideal client experience. This experience is further enhanced with advanced technology to support the client and branch and/or partnering with other trusted professionals to carry out client wishes.
Together, I strive to understand what is important to you, establish personalized strategies to help you achieve your goals and partner together to keep you on track through your life. We are committed to deeply serving you.
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Sports Enthusiast
Phone NumberRobert E Zaun at (218) 327-1157
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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