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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

Advisors near 46157

Out of 400,000+ nationwide

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Dustin H

Series 65

Plainfield, IN

SunRift Capital Partners LLC

Social Security optimization General tax planning Retirement income strategy
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John A

CFP®, Series 66

Plainfield, IN

AFP Group, LLC

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jared D

CFP®, PFS™, Series 65

Plainfield, IN

Onward Fi, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) General estate planning guidance Passive / index investing
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Edward G

Series 63, Series 65

Plainfield, IN

Gunnell Financial Planning

General retirement planning General tax planning Cash flow / budgeting
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Alan S

CFP®

Fillmore, IN

Best Case Financial

I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.

Cash flow / budgeting Sandwich Generation Young Families Gen Y/Millennials (Born 1980-1995)
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James B

Series 63, Series 65

Martinsville, IN

AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Martin J

Series 63, Series 65

Mooresville, IN

Modern Wealth Management, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Founder/Business Owner Military & Veterans
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John M

Series 63, Series 65

Plainfield, IN

SPC

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Paul T

CFP®, Series 63, Series 66

Martinsville, IN

Silver Oak Securities, Incorporated

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Brandon C

Series 66

Plainfield, IN

&PARTNERS

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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