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Emily L Zinn

Investment adviser representative at Multnomah Group, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets

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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
  • Seminars and workshops

Experience

10 years in the industry.

  1. Multnomah Group, Inc.Nov 2024 to now
  2. Alan Biller and AssociatesJul 2023 to Oct 2024
  3. Triad National SecurityJan 2018 to Jul 2023
  4. Self EmployedJan 2017 to Dec 2019
  5. Corvue HoldingsSep 2016 to Sep 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (NM).

Multnomah Group, Inc.

$2.7BAssets managed
188Clients
15Advisers
21 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
5482116
Firm CRD
132131
Advisor's SEC record (opens in a new tab)
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