Melissa Figeac-Nanez, financial advisor Overland Park KS

Melissa Figeac-Nanez

CRD 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 11 years of experience in the finance industry.

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Company Name Location Dates Years
Triune Financial Partners, LLC Overland Park, KS Nov 2015 - Current 8
Purshe Kaplan Sterling Investments Albany, NY Feb 2016 - Dec 2018 2
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Melissa P. Figeac-Nanez
Phone Number: 913-825-6100
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    2,623
    ACCOUNTS
  • Average Account Value
    $358,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NE, NH, NJ, NY, OK, PA, TN, TX, VA, WA

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