Melissa C. Ocean

ABUNDANT WEALTH STRATEGIES

Las Vegas, NV 89144

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CRD#: 2312324

Professional summary

Melissa Coco Ocean, CFP®, who also goes by Melissa G Attanasio, Melissa Gruber Attanasio, Melissa Sue Gruber Attanasio, Melissa Sue Gruber, Melissa Garcia, Melissa S Gruber, Melissa Coco Océan, is a registered financial advisor currently at ABUNDANT WEALTH STRATEGIES located in Las Vegas, Nevada and INDEPENDENT FINANCIAL GROUP, LLC located in Las Vegas, Nevada.

Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Melissa has worked at 7 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 24 and Series 10 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Divorce Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Abundant Wealth Capital Strategies d/b/a Abundant Wealth Strategies. Investment Related. 1140 North Town Center Drive, Suite 270, Las Vegas, NV 89144. RIA. Managing Principal. 11/2017. 120 Hrs/Mo; All During Trading Hours. Registered Producing Rep for the RIA. 2. ATTANASIO DIVORCE STRATEGIES GROUP. Not Investment Related. 1140 North Town Center Drive, Suite 270, Las Vegas, NV 89144. Divorce Planning. CEO. 11/2010. 40 Hrs/Mo; All During Trading Hours. Divorce Financial Analyst. 3. Grace Gives LLC. Not Investment Related. 1140 N Town Center D Suite 270 Las Vegas NV 89144 Owner. 2 hours per month/0 during trading. Startup Shoe Company. 4. Independent Financial Group (IFG); Registered Representative; Investment Related; Location: 12671 High Bluff Drive, Ste 270 San Diego CA 92130; Description: Our new broker-dealer; Start date: 2024-07-19; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 3. 5. OCEAN DIVORCE STRATEGIES GROUP, Not Investment Related. 1140 North Town Center Drive, Suite 270, Las Vegas, NV 89144. Divorce Planning. CEO. 11/2010. 40 Hrs/Mo; All During Trading Hours. Divorce Financial Analyst.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Coco Ocean's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

June 6, 2018 - Present

ABUNDANT WEALTH STRATEGIES

Office #1: 1140 N. Town Center Drive Ste 270, Las Vegas, NV 89144

RIA

CRD#: 292295

Las Vegas, NV

Current

July 19, 2024 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 1140 North Town Center Suite 270, Las Vegas, NV 89144

RIA

CRD#: 7717

LAS VEGAS, NV

Past

December 7, 2017 - July 12, 2018

LAUREL WEALTH ADVISORS, INC.

RIA

CRD#: 157139

Las Vegas, NV

Past

November 9, 2017 - July 1, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Las Vegas, NV

Past

December 5, 2008 - November 27, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

LAS VEGAS, NV

Past

December 5, 2008 - November 27, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

LAS VEGAS, NV

Past

July 1, 2003 - December 12, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LAS VEGAS, NV

Past

July 1, 2003 - December 12, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LAS VEGAS, NV

Past

July 25, 1997 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

LAS VEGAS, NV

Past

February 16, 1993 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/19/2024)

Arizona
(7/19/2024)

IAR

California
(4/21/2022)

California
(7/23/2024)

Delaware
(7/19/2024)

Nebraska
(7/19/2024)

IAR

Nevada
(6/6/2018)

Nevada
(7/19/2024)

IAR

Texas
(8/13/2018)

Texas
(7/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/12/1993

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/24/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/28/2009

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 12/3/2008

General Securities Sales Supervisor - General Module Examination

SRO Registrations

FINRA

Current Firm

ABUNDANT WEALTH STRATEGIES

ABUNDANT WEALTH CAPITAL MANAGEMENT, LLC | ATTANASIO CAPITAL MANAGEMENT, LLC DBA ABUNDANT WEALTH STRATEGIES | ATTANASIO CAPITAL MANAGEMENT, LLC | ABUNDANT WEALTH STRATEGIES

CRD#: 292295 / SEC#:

California

Registered Investment Advisory firm - (4/21/2022 Approved)

Nevada

Registered Investment Advisory firm - (6/6/2018 Approved)

Texas

Registered Investment Advisory firm - (8/7/2018 Conditional Restricted)

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Contact information

Main Address

1140 N. Town Center Drive Ste 270, Las Vegas, NV 89144

Mailing Address

Phone number

(702) 851-5858

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	309
AUM (Assets Under Management)	$ 67,821,426

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Melissa C. Ocean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Coco Ocean's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

LAUREL WEALTH ADVISORS, INC.

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/12/1993

Series 65

Date: 2/24/1993

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/11/1993

Series 24

Date: 8/28/2009

Series 10

Date: 12/3/2008

FINRA

Current Firm

ABUNDANT WEALTH STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ABUNDANT WEALTH STRATEGIES

TRUST BUT VERIFY

Contact information

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