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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-10-2020
- Office Locations
- 1
Office Locations
About Sittner & Nelson, LLC
Sittner & Nelson, LLC is an SEC-registered RIA in Eugene, OR providing personalized investment management and financial planning for individuals and business owners, including entrepreneurs. The firm takes a goals-first approach (legacy, impact, and life experiences) and supports portfolio construction, tax and estate planning, charitable giving, retirement planning, and business succession, with risk-managed asset allocation using ETFs, mutual funds, and fixed income. Custody includes Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
TODD MICHAEL NELSON
Principal
- CRD
- #4640224
- Ownership
- 50% but less than 75%
FREDDIE LEE SITTNER
Advisor, PRINCIPAL
- CRD
- #732693
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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SARAH ELIZABETH BROOKE
Investment Advisor
- CRD
- #5259315
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,043,874,929 | $695,453 |
| Non-Discretionary | $4,692,502 | $938,500 |
| Total | $1,048,567,431 | $696,260 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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