Roehl & Yi Investment Advisors, LLC

Roehl & Yi Investment Advisors, LLC (CRD# 109258) is a financial advisory firm headquartered in Eugene, OR. They manage $358,866,227 in 933 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    359
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, OR, TX, UT, WA

Financial Advisors at Roehl & Yi Investment Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Thomas W. Greider
CRD#: 4987763
450 Country Club Road, Suite 200, Eugene, OR 97401
93
Wealthminder
score

Thomas Greider (CRD# 4987763) 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.

2
Sarah R. Mellgren
CRD#: 5957002
450 Country Club Road, Suite 200, Eugene, OR 97401
93
Wealthminder
score

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.

3
Jayman F. Yi
CRD#: 3074957
450 Country Club Road, Suite 200, Eugene, OR 97401
93
Wealthminder
score

Jayman Yi (CRD# 3074957) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 19 years of experience in the finance industry.

4
Amy J. Graham
CRD#: 6251312
450 Country Club Road, Suite 200, Eugene, OR 97401
92
Wealthminder
score

Amy Graham (CRD# 6251312) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 3 years of experience in the finance industry. Amy Graham 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.

5
Zachary S. Daeges
CRD#: 5476703
450 Country Club Road, Suite 200, Eugene, OR 97401
87
Wealthminder
score

Zachary Daeges (CRD# 5476703) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 2 years of experience in the finance industry.

6
Miriam M. Whiteley
CRD#: 6603688
450 Country Club Road, Suite 200, Eugene, OR 97401
87
Wealthminder
score

Miriam Whiteley (CRD# 6603688) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has 1 year of experience in the finance industry.

7
Thomas H. Roehl
CRD#: 1056108
450 Country Club Road, Suite 200, Eugene, OR 97401
76
Wealthminder
score

Thomas Roehl (CRD# 1056108) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 34 years of experience in the finance industry. Thomas Roehl 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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