Unclaimed Profile

Todd Michael Nelson

SITTNER & NELSON, LLC·EUGENE, Oregon

SIE, Series 7, Series 66CFPClean record22 years registeredSITTNER & NELSON, LLC

497 OAKWAY ROAD, EUGENE, OR 97401CRD# 4640224Firm CRD# 309757

Profile Verification

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

Identity

Todd Michael Nelson · EUGENE, OR

Registration

CRD #4640224 · SITTNER & NELSON, LLC · 22 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

Jun 2004 – Mar 2010

EUGENE, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 10, 2004

Years registered · 22

Professional designation · CFP

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

Speak with Todd

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Todd is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EUGENE?

Browse all registered financial advisors in EUGENE, Oregon or claim this profile if it's yours.

Browse EUGENE Advisors Are you this advisor? Claim profile

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

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →