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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 100 near 47403

Out of 400,000+ nationwide

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Isaiah M

Series 63, Series 66

Bloomington, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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Jason L

Series 66

Bloomington, IN

Edward Jones

General retirement planning Professional Athlete Entertainment Industry Educators, Teachers, and Academics Doctor or Medical Professional Religious/faith focused
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Aaron D

Series 66

Bloomington, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Planning for children with special needs Military & Veterans Young Professionals
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Joel S

Series 66

Bloomington, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy LGBTQIA Intergenerational Families
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Aubrey W

CFP®, Series 66

Bloomington, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Savanah W

CFP®, Series 66

Bloomington, IN

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner
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Marcus R

CFP®, Series 66

Spencer, IN

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management
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Michael B

Series 66

Bloomington, IN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management
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Justin T

Series 65

Ellettsville, IN

Truell Financial LLC

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Zhuohua H

CFA®

Bloomington, IN

Mulberry Investors LLC

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