SM
CFP
SM
CFP

Sarah Ryan Mellgren

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
478 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$857.8M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
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Location

450 Country Club Road, Suite 200, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sarah is an insurance agent since 2012, spending minimal time on this activity. She also serves on the Southtowne Rotary Board and the Alvord Taylor Foundation, dedicating minimal time to each.

Employment History
Current Registrations
Roehl & Yi Investment Advisors, LLC
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Kms Financial Services, INC
March 2012 - December 2014 · 2 yrs 9 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.