Unclaimed Profile

Sarah Ryan Mellgren

ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, Oregon

SIE, Series 7, Series 66CFPClean record14 years registeredROEHL & YI INVESTMENT ADVISORS, LLC

450 COUNTRY CLUB ROAD, EUGENE, OR 97401CRD# 5957002Firm CRD# 109258

Profile Verification

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

Identity

Sarah Ryan Mellgren · EUGENE, OR

Registration

CRD #5957002 · ROEHL & YI INVESTMENT ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

ROEHL & YI INVESTMENT ADVISORS, LLC

Nov 2012 – present

KMS FINANCIAL SERVICES, INC

Mar 2012 – Dec 2014

EUGENE, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 7, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROEHL & YI INVESTMENT ADVISORS, LLC

CRD 109258 · SEC 801-56145

AUM

$810M

Regulatory assets under management

Employees

1,631 client accounts

Services offered by ROEHL & YI INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROEHL & YI INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sarah Ryan Mellgren offer?

Sarah Ryan Mellgren specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.

What are Sarah Ryan Mellgren's credentials?

Sarah Ryan Mellgren holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sarah Ryan Mellgren located?

Sarah Ryan Mellgren is based in EUGENE, Oregon, working with ROEHL & YI INVESTMENT ADVISORS, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.

How does Sarah Ryan Mellgren charge for services?

Sarah Ryan Mellgren's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROEHL & YI INVESTMENT ADVISORS, LLC?

ROEHL & YI INVESTMENT ADVISORS, LLC has approximately 16 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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