Emily L Zinn

Employer firm

Multnomah Group, Inc. CRD 132131

$2.67B regulatory AUM 134 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → Present
  Multnomah Group
  Portland, OR
• 01/2018 → 07/2023
  Triad National Security
  Los Alamos, NM
• 09/2016 → 09/2017
  Corvue Holdings
  Santa Fe, NM
• 07/2023 → 10/2024
  Alan Biller And Associates
  Palo Alto, CA
• 01/2017 → 12/2019
  Self Employed
  Santa Fe, NM

Previous Registrations

• 2008-04-28 → 2015-07-31
  The Rikoon Group, Llc
  Santa Fe, NM

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-25

Designations

• Certified Financial Planner

Other Names

• Emily Louise Zinn