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 5 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||5|
|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|
|Agate Ridge Winery||Eagle Point, OR||Jun 2007 - Aug 2007||< 1|
|Rice Coffee House||Houston, TX||Jan 2006 - May 2007||1|
|Rice University||Houston, TX||Aug 2004 - May 2007||2|
|Cohen House||Houston, TX||Jan 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management359MILLIONS
Total Number of Accounts933ACCOUNTS
Average Account Value$384,637
- 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, NH, OR, TX, UT, WA
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