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SITTNER & NELSON, LLC
CRD 309757 · SEC 801-119243
497 OAKWAY ROAD, SUITE 300, EUGENE, OR, 97401, United States
Phone
541-636-4001
Fax
541-654-0546
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.04B
Team
6 total employees; 4 advisory reps; 16 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $138.2M |
| High net worth individuals | 189 | $839.5M |
| Pension/profit sharing plans | 20 | $69.1M |
States served
AZ, CA, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD