Melissa
Figeac-Nanez

Triune Financial Partners, LLC

CRD#5586806
Investment Advisor
in Overland Park, KS

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About this Advisor

Melissa Figeac-Nanez is a financial advisor based out of Overland Park, Kansas with 7 years of industry experience. Figeac-Nanez is currently employed by Triune Financial Partners, LLC. During their career, Figeac-Nanez has held roles at Paschang & Associates LLC, Cetera Advisors LLC, Lpl Financial, V Wealth Management, Voya Financial Advisors, Triune Financial Partners, LLC, Prestwood Financial Group and Purshe Kaplan Sterling Investments. Figeac-Nanez has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Kansas. Triune Financial Partners, LLC is an advisory business that has its headquarters in Overland Park, KS. It administers $940 million in assets between its 2,623 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 2,623 customer accounts, 24% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically vary depending on the type of financial services provided. However, fees charged by Triune Financial Partners, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lighton Plaza Ii 7400 College Blvd, Suite 300
Overland Park, KS 66210

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Triune Financial Partners, LLC Brokerage Details

Total Assets Under Management

$939,728,613

KS Average: $2,243,162,756
Total Number of Employees

22

KS Average: 44
Total Number of Accounts

2,623

KS Average: 4,091
Average Account Size

$358,265

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Melissa Figeac-Nanez Work History

Melissa has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Triune Financial Partners, LLC

2016 - 2018 (2 years)

Purshe Kaplan Sterling Investments

2015 - 2015 (< 1 year)

Voya Financial Advisors

2015 - 2015 (< 1 year)

Prestwood Financial Group

2013 - 2015 (2 years)

Lpl Financial

2013 - 2015 (2 years)

V Wealth Management

2012 - 2013 (1 year)

Cetera Advisors LLC

2008 - 2015 (7 years)

Paschang & Associates LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Figeac-Nanez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triune Financial Partners, LLC

Justin Hicks
Overland Park, KS
Bryan Gum
Overland Park, KS
Anya Grovenburg
Overland Park, KS
Geoffrey Huber
Overland Park, KS
Robert Crew
Overland Park, KS
J Hartzler
Shawnee, KS
Melissa Figeac-Nanez
Overland Park, KS
Robert Sparrow
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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