Direct booking

firm logo

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 46750

Out of 400,000+ nationwide

user avatar
firm logo

Luke M

Series 63, Series 65

Roanoke, IN

Full of Grace Financial

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Joshua S

ChFC®, Series 63, Series 65

Roanoke, IN

Full of Grace Financial

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Mark T

Series 66

Huntington, IN

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
user avatar
firm logo

Kathleen S

Series 63, Series 65

Roanoke, IN

Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

James W

Series 63, Series 65

Wabash, IN

LPL Financial

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

Nicole T

CFP®, ChFC®, Series 63, Series 66

Huntington, IN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
firm logo

John N

Series 66

Roanoke, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
firm logo

Steven B

Series 66

Huntington, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
user avatar
firm logo

Jeremy R

Series 66

Warren, IN

LPL Financial

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

Joshua T

CFP®, Series 66

Roanoke, IN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.