A complete list of active advisors currently associated with Sittner & Nelson, LLC
Warmer can help you find a great advisor at Sittner & Nelson, LLC or one who fits your needs even better.
Sittner & Nelson serves individuals, high‑net‑worth clients, trusts, retirement plans and other entities through a four‑advisor team that manages roughly $1.048 billion in client assets and advises about 455 client relationships. The firm offers wealth management, financial planning and consulting, and retirement plan consulting, typically charging asset‑based fees and providing ongoing portfolio management. Advice is tailored to each client and generally delivered on a discretionary basis using fundamental analysis, long‑term buy‑and‑hold asset allocation, and a mix of mutual funds, ETFs, individual securities and separately managed accounts or Independent Managers. Clients can receive comprehensive written financial plans, assistance coordinating with third‑party professionals, and guidance on “held‑away” investments such as employer retirement plans and annuities. Distinctive operational details noted in the brochure include a high level of assets per advisor (exceeding $200 million per advisor) and administrative practices that can affect custody, such as standing letters of authorization for certain clients and firm management serving as trustees and investment advisor to the firm’s 401(k) plan. The firm also discloses recent updates addressing cybersecurity and pandemic risks and describes relationships with custodians (Pershing/Schwab) that provide institutional services and ancillary benefits, items clients may consider when evaluating operational resilience and potential conflicts of interest.
To learn more about the advisors currently working at Sittner & Nelson, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Eugene, OR
| 19
| |
Eugene, OR
| 23
| |
Eugene, OR
| 45
| |
Eugene, OR
| 9
|
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