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SITTNER & NELSON, LLC
SITTNER & NELSON, LLC
EUGENE, Oregon
·
3 registered advisors
·
CRD# 309757
SEC# 801-119243
0
541-636-4001
01
Firm Overview
AUM
$805M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SITTNER & NELSON, LLC
3 registered advisors
Freddie Lee Sittner
EUGENE, Oregon
CRD# 732693
Kevin Lee Sittner
EUGENE, Oregon
CRD# 6720724
Todd Michael Nelson
EUGENE, Oregon
CRD# 4640224
05
Office Locations
EUGENE, Oregon
3 advisors
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Data sourced from SEC Form ADV filings. SITTNER & NELSON, LLC (CRD# 309757) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.