Freddie Sittner
Freddie Sittner is a CFP-designated registered investment advisor at Sittner & Nelson, LLC, based in Eugene, OR, with 45 years of industry experience. Freddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 475 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Annual asset-based fees typically range from 0.55% to 0.95% per year of the market value of the client's account. Fees are negotiable.
Fee Estimator
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.
Exams
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