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497 Oakway Road Suite 300, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
| OR | RA | APPROVED | 2020-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Eugene | OR | 03/2005 | 10/2020 |
| Sittner & Nelson, Llc | Eugene | OR | 03/2010 | Present |
| Kms Financial Services, Inc. | Eugene | OR | 01/2010 | 10/2020 |
1) SELCO COMMUNITY CREDIT UNION - NON INVESTMENT-RELATED - 110 INTERNATIONAL WAY, SPRINGFIELD, OR 97477 - SUPERVISORY COMMITTEE - 2009 - 4 HR/MO, 0 HR/MO DURING TRADING - MONITOR CREDIT UNION, ACTIONS OF THE BOARD OF DIRECTORS AND CREDIT COMMITTEE. 2) TRUSTEE OF DOUGLAS A. NELSON IRREVOCABLE LIFE INSURANCE TRUST - INVESTMENT RELATED - 497 OAKWAY ROAD, EUGENE, OR 97440 - TRUSTEE - 3/27/2018 - 0 HRS/MO, 0 HRS/MO DURING TRADING. 3) INSURANCE - INVESTMENT RELATED - 497 OAKWAY ROAD, EUGENE, OR 97440 - INSURANCE SALES - AGENT - 4/7/2010 - 10 HRS/MO, 5 HRS/MO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-01 |
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