Sarah MellgrenCRD Number: 5957002
Current Firm: Roehl & Yi Investment Advisors, LLC
Sarah Mellgren (CRD# 5957002) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 6 years of experience in the finance industry. Sarah Mellgren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Roehl & Yi Investment Advisors||Eugene, OR||Jul 2011 - Current||6|
|Kms Financial Services, Inc.||Seattle, WA||Oct 2012 - Dec 2014||2|
|Kms Financial Services, Inc.||Seattle, WA||Jul 2011 - Oct 2012||1|
|Roxyann Winery||Medford, OR||May 2011 - Jun 2011||< 1|
|Brandenburg Law||Medford, OR||Oct 2010 - Jun 2011||< 1|
|Umemployed/taking The Oregon Bar||Medford/ Eugene, OR||Jun 2010 - Sep 2010||< 1|
|University Of Oregon Law School||Eugene, OR||Aug 2007 - May 2010||2|
|University Of Oregon Law School||Eugene, OR||Sep 2008 - Mar 2010||1|
|Foster Denman||Medford, OR||Jul 2009 - Aug 2009||< 1|
|Foster Denman||Medford, OR||Jul 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management353MILLIONS
Total Number of Accounts935ACCOUNTS
Average Account Value$377,198
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OH, OR, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.