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Kevin Lee Sittner

SITTNER & NELSON, LLC·EUGENE, Oregon
Unclaimed Profile
497 OAKWAY ROAD, EUGENE, OR 97401CRD# 6720724Firm CRD# 309757
01

About

Kevin Lee Sittner is a registered financial advisor based in EUGENE, Oregon, affiliated with SITTNER & NELSON, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SITTNER & NELSON, LLC
SITTNER & NELSON, LLC
AUM
$805M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SITTNER & NELSON, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6720724
Firm CRD# 309757
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Lee Sittner offer?
Kevin Lee Sittner specializes in Financial Planning, Investment Management. Contact their office in EUGENE, Oregon for a consultation.
What are Kevin Lee Sittner's credentials?
Kevin Lee Sittner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Lee Sittner located?
Kevin 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 Kevin Lee Sittner charge for services?
Kevin 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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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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