Sarah Mellgren, financial advisor Eugene OR
93 score

Sarah Mellgren

CRD 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 4 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.

Similar Advisors
Daniel Claric, financial advisor Eugene OR
Daniel J. Claric
CRD# 4797769
Kms Financial Services, Inc.
Score
98
Similar Advisors
Matthew Adams, financial advisor Eugene OR
Matthew T. Adams
CRD# 2354504
1st Global Advisors Inc.
Score
96
Similar Advisors
Ross Anderle, financial advisor Eugene OR
Ross A. Anderle
CRD# 2606372
Sapient Private Wealth Management, LLC
Score
96
Professional Designations
Company Name Location Dates Years
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
Contact Info for Sarah R. Mellgren
Phone Number: 541-683-2085
Firm Website: http://www.roehl-yi.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    359
    MILLIONS
  • Total Number of Accounts
    933
    ACCOUNTS
  • Average Account Value
    $384,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, NH, OR, TX, UT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.