Unclaimed Profile

Freddie Lee Sittner

SITTNER & NELSON, LLC·EUGENE, Oregon

SIE, Series 7, Series 24, Series 63CFP24 years registeredSITTNER & NELSON, LLC

497 OAKWAY ROAD, EUGENE, OR 97401CRD# 732693Firm CRD# 309757

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Freddie Lee Sittner · EUGENE, OR

Registration

CRD #732693 · SITTNER & NELSON, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SITTNER & NELSON, LLC

Sep 2020 – present

KMS FINANCIAL SERVICES, INC

Jan 2010 – Oct 2020

EUGENE, OR

ROEHL & SITTNER INVESTMENT ADVISORS LLC

Jul 2002 – Apr 2010

EUGENE, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 31, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

1991Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SITTNER & NELSON, LLC

CRD 309757 · SEC 801-119243

AUM

$805M

Regulatory assets under management

Employees

1,456 client accounts

Services offered by SITTNER & NELSON, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Freddie Lee Sittner offer?

Freddie Lee Sittner specializes in Financial Planning, Investment Management. Contact their office in EUGENE, Oregon for a consultation.

What are Freddie Lee Sittner's credentials?

Freddie Lee Sittner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Freddie Lee Sittner located?

Freddie Lee Sittner is based in EUGENE, Oregon, working with SITTNER & NELSON, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.

How does Freddie Lee Sittner charge for services?

Freddie Lee Sittner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SITTNER & NELSON, LLC?

SITTNER & NELSON, LLC has approximately 6 employees and manages $805M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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