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EZ

Emily L. Zinn

MULTNOMAH GROUP
Santa Fe, NM
Some features on this profile are disabled
CRD#: 5482116
EZ

Professional summary

Emily L Zinn, CFP®, who also goes by Emily Louise Zinn, is a registered financial advisor currently at MULTNOMAH GROUP, INC. located in Santa Fe, New Mexico.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Emily has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emily Louise Zinn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily L Zinn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

February 19, 2026 - Present

MULTNOMAH GROUP, INC.

RIA
CRD#: 132131
Santa Fe, NM
Past

April 28, 2008 - July 31, 2015

THE RIKOON GROUP, LLC

RIA
CRD#: 131435
SANTA FE, NM

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MG
MULTNOMAH GROUP, INC.
EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA
Registered Investment Advisory firm - (8/24/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Mexico
(2/19/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/25/2008
Uniform Investment Adviser Law Examination

Current Firm

MG
MULTNOMAH GROUP, INC.
EVERGREEN FINANCIAL ADVISORS, INC. | MULTNOMAH GROUP, INC. | MULTNOMAH CAPITAL, INC.

CRD#: 132131 / SEC#: 801-64554

RIA
Registered Investment Advisory firm - (8/24/2005 Approved)
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Contact information

Main Address
1155 Sw Morrison Street Suite 501, Portland, OR 97205
Mailing Address
Phone number
(503) 772-0159
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PERSONAL ADVISORY SERVICES (3/24/2025)
FORM ADV PART 2A - RETIREMENT PLANS (3/24/2025)

Regulatory assets under management

Total Number of Accounts361
AUM (Assets Under Management)$ 2,219,580,596

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MULTNOMAH GROUP, INC.

CRD#: 132131Santa Fe, NM

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