Zachary Steven Daeges
Investment adviser representative at Roehl & Yi Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
$959.4MFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Roehl & Yi Investment Advisors, LLCAug 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MN, OR).
Roehl & Yi Investment Advisors, LLC
$959.4MAssets managed
500Clients
10Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5476703
- Firm CRD
- 109258