Unclaimed Profile

Kevin Lee Sittner

SITTNER & NELSON, LLC·EUGENE, Oregon

SIE, Series 7, Series 66CFP CFAClean record9 years registeredSITTNER & NELSON, LLC

497 OAKWAY ROAD, EUGENE, OR 97401CRD# 6720724Firm CRD# 309757

Profile Verification

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

Identity

Kevin Lee Sittner · EUGENE, OR

Registration

CRD #6720724 · SITTNER & NELSON, LLC · 9 years registered

Brand Profile

Not yet started

Career History

SITTNER & NELSON, LLC

Sep 2020 – present

KMS FINANCIAL SERVICES, INC

Dec 2016 – Oct 2020

EUGENE, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 5, 2016

Years registered · 9

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

View all advisors at SITTNER & NELSON, LLC →

Introduction

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

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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