Sittner & Nelson, LLC

Sittner & Nelson, LLC (CRD# 309757) is a financial advisory firm headquartered in Eugene, OR. They manage $804,784,566 in 1,456 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
497 Oakway Road, Suite 300, Eugene, OR 97401
https://sittnerandnelson.com/
By the Numbers
  • Total Assets Under Management
    805
    MILLION
  • Total Number of Accounts
    1,456
    ACCOUNTS
  • Average Account Value
    $552,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, OR, TX, WA

Financial Advisors at Sittner & Nelson, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sarah Brooke, financial advisor Eugene OR
Sarah E. Brooke
CRD#: 5259315
497 Oakway Road, Suite 300, Eugene, OR 97401

Sarah Brooke (CRD# 5259315) is an Investment Advisor Representative working at Sittner & Nelson, LLC in Eugene, OR and has over 16 years of experience in the finance industry.

2
Todd Nelson, financial advisor Eugene OR
Todd M. Nelson
CRD#: 4640224
497 Oakway Road, Suite 300, Eugene, OR 97401

Todd Nelson (CRD# 4640224) is an Investment Advisor Representative working at Sittner & Nelson, LLC in Eugene, OR and has over 21 years of experience in the finance industry.

3
Freddie Sittner, financial advisor Eugene OR
Freddie L. Sittner
CRD#: 732693
497 Oakway Road, Suite 300, Eugene, OR 97401

Freddie Sittner (CRD# 732693) is an Investment Advisor Representative working at Sittner & Nelson, LLC in Eugene, OR and has over 38 years of experience in the finance industry.

4
Kevin Sittner, financial advisor Eugene OR
Kevin L. Sittner
CRD#: 6720724
497 Oakway Road, Suite 300, Eugene, OR 97401

Kevin Sittner (CRD# 6720724) is an Investment Advisor Representative working at Sittner & Nelson, LLC in Eugene, OR and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals