Kevin
Sittner
Sittner & Nelson, LLC
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About this Advisor
Kevin Sittner is a financial advisor based in Eugene, Oregon, working with Sittner & Nelson, LLC. Kevin has previously held positions at Kms Financial Services, Inc, Pricewaterhousecoopers, and Sittner & Nelson, LLC. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Kevin is part of Sittner & Nelson, LLC, which operates out of Eugene, Oregon. The firm has 6 employees and manages assets totaling $804.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sittner & Nelson, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sittner & Nelson, LLC Brokerage Details
$804,784,566
6
1,456
$552,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Sittner Work History
Sittner & Nelson, LLC
Kms Financial Services, Inc
Kms Financial Services, Inc
Pricewaterhousecoopers
Disclosures
Please visit the SEC profile of Kevin Sittner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sittner & Nelson, LLC
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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