Sarah Mellgren, financial advisor Eugene OR
96 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 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Sarah R. Mellgren
Phone Number: 541-683-2085
Firm Website:
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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