Unclaimed Profile

Zachary Steven Daeges

ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, Oregon

Series 65Clean record10 years registeredROEHL & YI INVESTMENT ADVISORS, LLC

450 COUNTRY CLUB ROAD, EUGENE, OR 97401CRD# 5476703Firm CRD# 109258

Profile Verification

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

Identity

Zachary Steven Daeges · EUGENE, OR

Registration

CRD #5476703 · ROEHL & YI INVESTMENT ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

ROEHL & YI INVESTMENT ADVISORS, LLC

Nov 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 9, 2015

Years registered · 10

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

Speak with Zachary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zachary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EUGENE?

Browse all registered financial advisors in EUGENE, Oregon or claim this profile if it's yours.

Browse EUGENE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Zachary Steven Daeges offer?

Zachary Steven Daeges specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.

What are Zachary Steven Daeges's credentials?

Zachary Steven Daeges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zachary Steven Daeges located?

Zachary Steven Daeges 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 Zachary Steven Daeges charge for services?

Zachary Steven Daeges'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →