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Robert Benjamin Zant

ST. Bernard Financial Services, Inc.

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About Robert Benjamin Zant

Robert Benjamin Zant is a licensed financial advisor based in RUSSELLVILLE, AR. Robert is registered with St. Bernard Financial Services, Inc., a firm with a strong focus on providing personalized financial advice to individuals and businesses. With over 18 years in the financial industry, Robert has a proven track record of helping clients achieve their financial goals. Robert holds the Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) designation. He is dedicated to providing exceptional service and building long-term relationships with clients.

Firm Information

Robert Zant is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Zant’s Registration & Firm History

AR

01/02/2024 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

GA

05/19/2021 - 10/02/2023

HORNOR, TOWNSEND & KENT, LLC (WOODSTOCK GA)

GA

04/08/2020 - 03/12/2021

WORLD EQUITY GROUP, INC. (acworth GA)

GA

05/30/2018 - 04/15/2020

PRUCO SECURITIES, LLC. (Marietta GA)

GA

06/08/2005 - 06/04/2018

ALLSTATE FINANCIAL SERVICES, LLC (WOODSTOCK GA)

IL

01/19/2005 - 07/13/2005

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 01/22/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Benjamin Zant.
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