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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

13 advisors near 69130

Out of 400,000+ nationwide

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Marlin J

Series 66

Lexington, NE

Wealth Advisors Network, Inc.

Marlin Johnson is a financial advisor with Wealth Advisors Network, Inc. in Lexington, NE. He holds a Series 66 designation and has 28 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Wealth Advisors Network, Inc., and Contryman Associates P.C. He is also a member of Willow Creek Partners, LLC, an LLC that owns vacation property for its members. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm employs a diversified and actively managed investment approach, offering portfolio management and financial planning through various programs, including the CMAP asset management program and a co-advised WealthPort wrap program.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Robert S

Series 65

Lexington, NE

Avantax Planning Partners, Inc.

Robert Speer is an investment advisor representative at Avantax Planning Partners, Inc. with two years of industry experience. He also serves as treasurer for the Lexington Lions Club and has worked as a CPA and director at McChesney Martin Sagehorn, PC since 2008, where he prepares tax returns and manages office activities. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Herbert M

Series 65, Series 66

Gothenburg, NE

Ameritas Advisory Services, LLC

Herbert Messersmith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has worked with Ameritas and its affiliated entities since 2002 and is based in Gothenburg, Nebraska. Outside of his advisory role, he is a partner in a small real estate venture. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting through a range of discretionary and non-discretionary strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Travis M

CFP®, Series 63, Series 65

Lexington, NE

LPL Financial

Travis Moomey is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Securities America Advisors and Securities America Inc from 2016 to 2020. Moomey operates a financial management business under a DBA related to his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Hunter R

Series 66

Cozad, NE

Edward Jones

Hunter Royal is a financial advisor at Edward Jones in Cozad, Nebraska, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kearney Parks and Recreation and Cornerstone Bank. He serves as a board member of the Cozad Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner
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Matthew O

ChFC®, Series 66

Gothenburg, NE

Edward Jones

Matthew Olsen is a financial advisor at Edward Jones in Gothenburg, NE, holding the ChFC® designation and Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Olsen manages a rental property in Gothenburg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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William R

Series 66

Gothenburg, NE

LPL Financial

William Rahjes is a financial advisor with LPL Financial based in Gothenburg, NE, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at Securities America Advisors and Securities America Inc. Outside of his advisory work, he serves as the mayor of the City of Gothenburg. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance, annuity products, and credit options through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Rodney B

Series 66

Gothenburg, NE

LPL Financial

Rodney Baker is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Amazon.com. Outside of his advisory role, he is employed by Cozad Community Schools in a non-investment-related position. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Maddux M

Series 66

Cozad, NE

LPL Financial

Maddux Myer is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and has previously worked at Waypoint Financial, West Gate Bank, and held various roles including at the University of Nebraska Lincoln. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Keenan K

CFP®, Series 66

Lexington, NE

Edward Jones

Keenan Kremke is a financial advisor at Edward Jones in Lexington, NE, holding CFP® and Series 66 credentials with seven years of industry experience. His prior work includes roles at Speedway Motors, Midwest Manufacturing, Town and Country Insurance, and managing a family ranch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, asset management strategies, and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Garth M

CFP®, Series 66

Lexington, NE

Edward Jones

Garth Mins is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, Mins is a registered football official through the Nebraska Scholastic Activities Association and serves as a board member for Lexington Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Nathan W

CFP®, Series 66

Gothenburg, NE

LPL Financial

Nathan Wyatt is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and serves as CFO and EVP at Flatwater Bank. Wyatt has held roles at Securities America Advisors and has been involved with the Gothenburg Improvement Company and Gothenburg Public Schools. He also serves as a board member for Flatwater Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Daniel C

Series 63, Series 66

Lexington, NE

Edward Jones

Daniel Clark is a financial advisor at Edward Jones with 38 years of industry experience. He has held Series 63 and Series 66 credentials and has worked at Edward Jones since 1986. Outside of his advisory role, he co-owns Syracuse Lumber Company, a business involved in office building rental and maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and related services, supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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