Freddie Sittner
Freddie Sittner is a CFP-designated registered investment advisor at Sittner & Nelson, LLC, based in Eugene, OR, with 44 years of industry experience. Freddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 469 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sittner & Nelson's wealth management fees are based on a percentage of your portfolio's value, ranging from 0.55% to 0.95% per year. The specific fee is determined by your asset level, income, relationships with other clients, expected use of independent managers, and scope of financial planning services. Fixed fees may apply to certain accounts like 529 plans. Fees are calculated and payable quarterly in advance.
Location
497 Oakway Road, Suite 300, Eugene, OR, 97401
Get directionsHistory
Regulatory History (1)
Regulatory
August 1991Other Business ActivitiesSells Insurance
Freddie is an insurance agent/contractor since 1982, selling disability, LTC, SPDA, and other insurance products, dedicating minimal time to this. Freddie also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Sittner & Nelson, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Roehl & Sittner Investment Advisors LLC
Walnut Street Securities, INC.Broker
First Affiliated Securities, INC.Broker
Otc Net IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.