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Todd Michael Nelson

SITTNER & NELSON, LLC·EUGENE, Oregon
Unclaimed Profile
497 OAKWAY ROAD, EUGENE, OR 97401CRD# 4640224Firm CRD# 309757
01

About

Todd Michael Nelson 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# 4640224
Firm CRD# 309757
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Michael Nelson offer?
Todd Michael Nelson specializes in Financial Planning, Investment Management. Contact their office in EUGENE, Oregon for a consultation.
What are Todd Michael Nelson's credentials?
Todd Michael Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Michael Nelson located?
Todd Michael Nelson is based in EUGENE, Oregon, working with SITTNER & NELSON, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Todd Michael Nelson charge for services?
Todd Michael Nelson'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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