SR
Sarah Ryan Mellgren
CRD 5957002
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Roehl & Yi Investment Advisors, Llc
Member · 5% – 10% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗