Sarah Mellgren (CRD# 5957002) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 12 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.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roehl & Yi Investment Advisors | Eugene, OR | Jul 2011 - Current | 12 |
| Kms Financial Services, Inc. | Seattle, WA | Oct 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
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Total Assets Under Management810MILLIONS
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Total Number of Accounts1,631ACCOUNTS
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Average Account Value$496,499
- 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)
AZ, CA, ID, MN, NH, OR, WA
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