Profile
Mr. Todd M.
Nelson, CPA, is an Investment Advisor & Co-Founder at Sittner & Nelson LLC.
He combines his expertise in accounting and financial planning to serve a range of client needs.
He has over 25 years of experience in public accounting, private investment, and financial services.
He is on SELCO Community Credit Union’s Supervisory Committee.
Mr. Nelson worked for PricewaterhouseCoopers, LLP, in Portland, Oregon, in their Assurance and Business Advisory Services, and at Intel Corporation as a Senior Treasury Accountant.
Since returning to Eugene in 2003, hw has provided wealth management to individuals, families, and businesses.
He is an active member and past president of the Eugene Estate Planning Council.
He served as a board member for Parenting Now!.
He is a graduate of Oregon State University with a Bachelor of Science in Accounting.
Todd Michael Nelson active positions
| Companies | Position | Start |
|---|---|---|
Sittner & Nelson LLC
Sittner & Nelson LLC Investment ManagersFinance Sittner & Nelson uses its time-tested philosophy and process to select the best long-term investments tailored to the objectives of their clients. They create and implement strategies that are designed to build and preserve wealth. | 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 is a full-service independent brokerage and advisory firm that offers publicly traded stocks, bonds, and options, plus a wide range of mutual funds, unit investment trusts, variable life and annuity products, and cash management services. | Corporate Officer/Principal | 01/10/2020 |
Training of Todd Michael Nelson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
KMS Financial Services, Inc.
KMS Financial Services, Inc. Investment ManagersFinance KMS Financial Services is a full-service independent brokerage and advisory firm that offers publicly traded stocks, bonds, and options, plus a wide range of mutual funds, unit investment trusts, variable life and annuity products, and cash management services. | Finance |
Oregon State University
Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sittner & Nelson LLC
Sittner & Nelson LLC Investment ManagersFinance Sittner & Nelson uses its time-tested philosophy and process to select the best long-term investments tailored to the objectives of their clients. They create and implement strategies that are designed to build and preserve wealth. | Finance |
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