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Kevin Lee Sittner

Sittner & Nelson, LLC

Eugene, OR

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Current Employers
Sittner & Nelson, Llc

497 Oakway Road Suite 300, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-09-30
TX RA APPROVED 2020-09-01
  • OR RA
    APPROVED
    Since 2020-09-30
  • TX RA
    APPROVED
    Since 2020-09-01

Branch Locations

497 Oakway Road Suite 300, Eugene, OR 97401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kms Financial Services, Inc. Eugene OR 10/2016 10/2020
Pricewaterhousecoopers Los Angeles CA 09/2013 11/2016
Sittner & Nelson, Llc Eugene OR 10/2016 Present
Kms Financial Services, Inc. Eugene OR 10/2016 10/2020
  • 10/2016 → 10/2020
    Kms Financial Services, Inc.
    Eugene, OR
  • 09/2013 → 11/2016
    Pricewaterhousecoopers
    Los Angeles, CA
  • 10/2016 → Present
    Eugene, OR
  • 10/2016 → 10/2020
    Kms Financial Services, Inc.
    Eugene, OR
Previous Registrations
  • 2016-12-05 → 2020-10-30
    Kms Financial Services, Inc.
    Marina Del Ray, CA
    Eugene, OR
    Seattle, WA
Other Businesses

1) VISIONGIFT - INVESTMENT RELATED - 2201 SE 11TH AVE, PORTLAND, OR 97214 - NON-PROFIT ORGANIZATION THAT RECOVER AND SCREEN DONATED TISSUES TO PROVIDE GRAFTS FOR INDIVIDUALS - TREASURER - 08/18/2017 - 4 HRS/MO, 2 HRS/MO DURING TRADING - OVERSEE ACCURATE FINANCIAL RECORD KEEPING AND PROVIDE FINANCIAL REPORTS TO EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS 2) INSURANCE SALES - INVESTMENT RELATED - 497 OAKWAY ROAD, EUGENE, OR 97440 - INSURANCE - AGENT - 4/10/2019 - 1 HR/MO, 1 HR/MO DURING TRADING 3) EUGENE ESTATE PLANNING COUNCIL - NOT INVESTMENT RELATED - 2093 EASTWOOD LANE, EUGENE, OR 97401 - ESTATE PLANNING - BOARD MEMBER - 8/6/2019 - 2 HRS/MO, 1 HR/MO DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-05
  • S66 Uniform Combined State Law Examination
    2016-12-05
Designations
Other Names
  • Kevin Lee-Haas Sittner
  • Kevin L Sittner

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