Todd Michael Nelson
Chief Executive Officer at Sittner & Nelson LLC
Profile
Mr. Todd M.
Nelson is a Principal & Co-Founder at Sittner & Nelson LLC.
He has over 25 years of experience in public accounting, private investment, and financial services.
Since returning to Eugene in 2003, he has provided wealth management to individuals, families, and businesses.
Mr. Nelson was previously employed as a Principal by KMS Financial Services, Inc. He also worked for PricewaterhouseCoopers, LLP, in Portland, Oregon, in their Assurance and Business Advisory Services, and at Intel Corporation as a Senior Treasury Accountant.
He received his Bachelor of Science in Accounting degree from Oregon State University.
He is a Certified Public Accountant (CPA) and a CFP® professional.
Todd Michael Nelson active positions
| Companies | Position | Start |
|---|---|---|
Sittner & Nelson LLC
 Sittner & Nelson LLC Investment ManagersFinance Sittner & Nelson LLC is an independent, SEC-registered investment adviser headquartered in Eugene, Oregon. The firm was co-founded by Fred Sittner and Todd Nelson in 2009. Sittner & Nelson provides asset management services to individual, family and business clients. | Chief Executive Officer | 01/01/2009 |
Former positions of Todd Michael Nelson
| Companies | Position | End |
|---|---|---|
KMS Financial Services, Inc.
 KMS Financial Services, Inc. Investment ManagersFinance KMS Financial Services, Inc. is a SEC-registered investment advisor and broker-dealer headquartered in Seattle, Washington. The firm was founded in 1971 and became an independently operated, wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS) in October 2014. KMS Financial Services provide advisory services and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses and government entities. | Corporate Officer/Principal | 01/10/2020 |
Training of Todd Michael Nelson
| Oregon State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Sittner & Nelson LLC
Sittner & Nelson LLC Investment ManagersFinance Sittner & Nelson LLC is an independent, SEC-registered investment adviser headquartered in Eugene, Oregon. The firm was co-founded by Fred Sittner and Todd Nelson in 2009. Sittner & Nelson provides asset management services to individual, family and business clients. | Finance |
KMS Financial Services, Inc.
KMS Financial Services, Inc. Investment ManagersFinance KMS Financial Services, Inc. is a SEC-registered investment advisor and broker-dealer headquartered in Seattle, Washington. The firm was founded in 1971 and became an independently operated, wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS) in October 2014. KMS Financial Services provide advisory services and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses and government entities. | Finance |
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