Melissa
Nunez
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Melissa Nunez is a certified financial planner who works in Albuquerque, New Mexico with 5 years of industry experience. Nunez currently works for Cliftonlarsonallen Wealth Advisors, LLC. Nunez has gained experience at Redw Stanley Financial Advisors, LLC, Redw Stanley Wealth Advisors, LLC and Cliftonlarsonallen Wealth Advisors, LLC. Nunez has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in New Mexico and Texas. Cliftonlarsonallen Wealth Advisors, LLC is a financial advisory business based out of Minneapolis, MN. It has offices in 38 locations and a total of 154 people on staff. It manages $7 billion in assets under management across its 18,665 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 41 charities and foundations. Of its 18,665 client accounts, 25% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a wide range 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 educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Cliftonlarsonallen Wealth Advisors, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details
$6,753,872,946
154
18,665
$361,847
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
- Educational seminars/workshops
Melissa Nunez Work History
Melissa has been registered as a financial advisor for 5 years.*
Cliftonlarsonallen Wealth Advisors, LLC
Redw Stanley Financial Advisors, LLC
Redw Stanley Wealth Advisors, LLC
Redw Stanley Financial Advisors, 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 Nunez 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 Cliftonlarsonallen Wealth Advisors, LLC
Minneapolis, MN
Baxter, MN
Middleton, WI
Minneapolis, MN
Milwaukee, WI
King Of Prussia, PA
Eau Claire, WI
Minneapolis, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
