Sarah Ryan Mellgren

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	2024-07-01

OR RA
APPROVED

Since 2024-07-01

Branch Locations

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	Eugene	OR	07/2011	Present

07/2011 → Present

Roehl & Yi Investment Advisors

Eugene, OR

Previous Registrations

2012-03-07 → 2014-12-31

Kms Financial Services, Inc.

Eugene, OR

Other Businesses

ROEHL & YI INVESTMENT SERVICES -NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE AGENT - 2012 - 1-2 HR/MO. SOUTHTOWNE ROTARY BOARD - EUGENE, OR - 2016 - 2-3 HRS/MO. ALVORD TAYLOR FOUNDATION - EUGENE, OR 2016 - INVESTMENT RELATED - BOARD MEMBER - 3-4 HRS/YR.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-03-06

S66 Uniform Combined State Law Examination

2012-03-06

Designations

Other Names

Sarah Ryan Brandenburg

View on SEC IAPD

Current Employers

Roehl & Yi Investment Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews