Melissa Figeac-NanezCRD Number: 5586806
Current Firm: Triune Financial Partners, LLC
Melissa Figeac-Nanez (CRD# 5586806) is an Investment Advisor Representative working at Triune Financial Partners, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Feb 2016 - Current||1|
|Triune Financial Partners, LLC||Overland Park, KS||Nov 2015 - Current||1|
|Voya Financial Advisors||Overland Park, KS||Aug 2015 - Oct 2015||< 1|
|Prestwood Financial Group||Overland Park, KS||Aug 2015 - Oct 2015||< 1|
|Lpl Financial||Overland Park, KS||May 2013 - Aug 2015||2|
|V Wealth Management||Overland Park, KS||May 2013 - Aug 2015||2|
|Paschang & Associates LLC||Overland Park, KS||Aug 2008 - Aug 2015||7|
|Cetera Advisors LLC||Denver, CO||Jun 2012 - May 2013||< 1|
|Multi-financial Securities Corp||Denver, CO||Aug 2008 - May 2012||3|
|Kc Eye Specialists||Prairie Village, KS||Aug 1999 - Aug 2008||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management339MILLIONS
Total Number of Accounts1,225ACCOUNTS
Average Account Value$276,897
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, KS, LA, MO, NE, OK, TX
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