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Zachary Steven Daeges

Investment Adviser Representative at ROEHL & YI INVESTMENT ADVISORS, LLC

Portland, ORCRD #5476703Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
2 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
MinnesotaOregon
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/7/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $2,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Roehl & YI Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ROEHL & YI INVESTMENT ADVISORS, LLCCurrent
11/9/2015Portland, OR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ROEHL & YI INVESTMENT ADVISORS, LLC

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View ROEHL & YI INVESTMENT ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Steven Daeges has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zachary Steven Daeges - Financial Advisor in Portland, OR | AdvisorFinder