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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

Top 30 financial advisors of 471 near 46825

Out of 400,000+ nationwide

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Ryan K

CFP®

Fort Wayne, IN

Arena Wealth Management LLC

Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. ​Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Intergenerational Families
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Joshua T

CFP®, Series 66

Roanoke, IN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
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Karen R

ChFC®, Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy Retirement withdrawal strategies Inheritance planning Founder/Business Owner
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Daniel F

Series 66

Fort Wayne, IN

Edward Jones

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David G

Series 66

Fort Wayne, IN

Edward Jones

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Michael C

CFP®, ChFC®, Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy Planning for children with special needs Religious/faith focused
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Jason K

CFP®, Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance
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Parker W

CFP®, Series 66

New Haven, IN

Edward Jones

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Kevin R

Series 66

Fort Wayne, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Quinn N

Series 66

Fort Wayne, IN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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