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Inactive

Monica Vaughn Fisher

Roehl & Yi Investment Advisors, LLC

Eugene, OR

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Current Employers
Roehl & Yi Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-04
  • OR RA
    APPROVED
    Since 2026-04-04

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
OrganizationCityStateFromTo
Roehl & Yi Investment Advisors, Llc Eugene OR 11/2025 Present
Oregon Golf Association Woodburn OR 07/2023 10/2025
University Of Oregon Eugene OR 08/2018 06/2023
Hillstone Restaurant Group Pheonix AZ 09/2017 07/2018
Arizona State University Arizona AZ 08/2013 05/2017
Ladies Professional Golf Association Pheonix AZ 05/2017 09/2017
  • 11/2025 → Present
    Roehl & Yi Investment Advisors, Llc
    Eugene, OR
  • 07/2023 → 10/2025
    Oregon Golf Association
    Woodburn, OR
  • 08/2018 → 06/2023
    University Of Oregon
    Eugene, OR
  • 09/2017 → 07/2018
    Hillstone Restaurant Group
    Pheonix, AZ
  • 08/2013 → 05/2017
    Arizona State University
    Arizona, AZ
  • 05/2017 → 09/2017
    Ladies Professional Golf Association
    Pheonix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-04-04

View on SEC IAPD

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Other Offices

FINANCIAL FACILITATORS, INC. · EUGENE, OR
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CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
EDWARD JONES · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
CETERA INVESTMENT ADVISERS LLC · EUGENE, OR
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