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SITTNER & NELSON, LLC

EUGENE, OR · CRD 309757 · IAPD ↗ · sittnerandnelson.com · 541-636-4001

$1.05BRegulatory AUM
4Advisory reps
6Employees
16Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — SITTNER & NELSON, LLC crossed $1B in regulatory AUM ($900.0M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2024 — SITTNER & NELSON, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.