Todd Michael Nelson
Director Ejecutivo en Sittner & Nelson LLC .
Perfil
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.
Cargos activos de Todd Michael Nelson
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Director Ejecutivo | 01/01/2009 |
Antiguos cargos conocidos de Todd Michael Nelson.
| Empresas | Cargo | Fin |
|---|---|---|
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 |
Formación de Todd Michael Nelson.
| Oregon State University | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
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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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