Melissa
Figeac-Nanez
Triune Financial Partners, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Triune Financial Partners, LLC Brokerage Details
$939,728,613
22
2,623
$358,265
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.*
Triune Financial Partners, LLC
Purshe Kaplan Sterling Investments
Voya Financial Advisors
Prestwood Financial Group
Lpl Financial
V Wealth Management
Cetera Advisors LLC
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
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Shawnee, KS
Overland Park, KS
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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