SITTNER & NELSON, LLC
SEC RegisteredWe help you envision what's possible when you know the purpose of your wealth.
About the firm
Sittner & Nelson is about making finance personal—helping people navigate their wealth with confidence, clarity, and purpose. Fred Sittner and Todd Nelson founded the firm in 2010 on the belief that financial planning should be more than just numbers—it should be about understanding clients and helping them achieve success on their terms. The team integrates long-term financial planning, customized investment strategies, thoughtful risk management, collaboration with other financial professionals, and a commitment to client education.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth management, financial planning, investment management, individual retirement plans, education planning (including 529 Plans and UTMA accounts), and business retirement plans, with services ranging from one-time consulting to full investment management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 266 | $138M |
| High Net Worth Individuals | 189 | $840M |
| Charitable Organizations | 20 | $69M |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SITTNER & NELSON, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.