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497 Oakway Road Suite 300, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-09-30 |
| TX | RA | APPROVED_RES | 2020-09-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Eugene | OR | 03/2005 | 10/2020 |
| Sittner & Nelson Llc | Eugene | OR | 02/2010 | Present |
| Kms Financial Services, Inc. | Eugene | OR | 01/2010 | 10/2020 |
1) VARIOUS INSURANCE - INVESTMENT RELATED - 497 OAKWAY ROAD, SUITE 300, EUGENE OR 97440 - INSURANCE - AGENT/CONTRACTOR - 1982 - 4 HRS/MO - 2 HRS/MO DURING TRADING - DISABILITY, LTC, SPDA AND OTHER INSURANCE PRODUCT SALES 2) RENTAL PROPERTY - NOT INVESTMENT RELATED - 497 OAKWAY ROAD, SUITE 300, EUGENE OR 97440 - RENTAL HOME OWNER - 1 HR/MO, 0 HR/MO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-09 |
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