Zachary Daeges has held the title Member at Roehl & Yi Investment Advisors since January 2023, is not listed as a control person, but directly owns between 5% and 10% of the firm. Zachary Daeges holds a BS in Accounting from Creighton University and an MBA from the University of Oregon.
Roehl & Yi Investment Advisors, LLC is an Eugene, OR firm with $959M under management, 500 clients and 10 advisers across 4 offices, as of its March 2026 filing.
Zach Daeges is an equity partner of Roehl & Yi Investment Advisors, based in Eugene, Oregon. He joined the firm in August 2015 and became an equity partner in 2023. He guides clients through all levels of financial planning, investment analysis, trading and asset allocation.
- – present · 10 yearsPortland, OR · Adviser representative · Firm CRD 109258
Investment adviser representative registrations
Zachary Daeges is registered as an investment adviser representative in 2 states. The first approvals date from November 2015; the most recent is Minnesota, in August 2018.
- MinnesotaSince 22 August 2018
- OregonSince 9 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Steven Daeges
- CRD
- 5476703
- Firm
- Roehl & Yi Investment Advisors · CRD 109258
- Role
- Member
- Office
- 5717 SE 40th Ave, Portland, OR 97202
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- roehl-yi.com
Where does Zachary Daeges work?
Zachary Daeges has held the title Member at Roehl & Yi Investment Advisors, LLC since January 2023.
Is Zachary Daeges a financial advisor?
Yes. Zachary Daeges has a current investment-adviser registration in Minnesota and Oregon, through Roehl & Yi Investment Advisors since November 2015.
How many years of experience does Zachary Daeges have?
Zachary Daeges has 10 years in the financial industry, since November 2015, across 1 adviser firm.
What exams has Zachary Daeges passed?
Zachary Daeges passed the Series 65 in November 2015.
Where is Zachary Daeges based?
Zachary Daeges’ registered office is in Portland, OR.
Is Zachary Daeges registered with FINRA?
No. Zachary Daeges has no current broker registration.
How can I verify Zachary Daeges’ record?
Search CRD 5476703 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Daeges’ full registration record.
