Inactive

Zachary Steven Daeges

Roehl & Yi Investment Advisors, LLC

Claim This Profile

Current Employers

Roehl & Yi Investment Advisors, Llc

450 Country Club Road Suite 200, Eugene, OR 97401 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-10-21
MN	RA	APPROVED	2018-08-22

OR RA
APPROVED

Since 2024-10-21
MN RA
APPROVED

Since 2018-08-22

Branch Locations

5717 Se 40Th Ave, Portland, OR 97202 • United States

450 Country Club Road Suite 200, Eugene, OR 97401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Roehl & Yi Investment Advisors, Llc	Minneapolis	MN	08/2015	Present

08/2015 → Present

Roehl & Yi Investment Advisors, Llc

Minneapolis, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-11-07

S65 Uniform Investment Adviser Law Examination

2015-11-07

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SUCCESS WEALTH MANAGEMENT LLC

INMAN FINANCIAL SERVICES, INC.

PINNACLE WEALTH ADVISORS

OSAIC WEALTH, INC.

MERCER GLOBAL ADVISORS INC.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD

DANIEL JOSEPH HECK

JACQUELYN MARIE PASCIAK

STEVEN MICHAEL FAIN

BRANDON LEE ERICKSON

DAVID KENT PEDERSON

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR

SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR

PINNACLE WEALTH ADVISORS · Portland, OR

OSAIC WEALTH, INC. · TIGARD, OR

MERCER GLOBAL ADVISORS INC. · Tigard, OR

MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor