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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

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Jeremy W

CFP®

Davison, MI

J Wilson Wealth Management

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

General tax planning Multi-state taxation General estate planning guidance Real Estate Professional Baby Boomers (Born 1946-1964)
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Joseph V

Series 66

Goodrich, MI

JDV Wealth Advisors, LLC

General retirement planning College savings (529s, UTMA, etc.) Concentrated stock management Real estate investing
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Joseph V

Series 63, Series 65

Metamora, MI

Vitale Wealth Management

General retirement planning Social Security optimization Active portfolio management
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Kenneth S

Series 65

Grand Blanc, MI

Retirement Capital Services LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Edward I

CFP®, Series 63, Series 65, Series 66

Swartz Creek, MI

Security First Financial

Wealth management
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Mark H

Series 65

Swartz Creek, MI

Security First Financial

Wealth management
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Jacob L

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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James B

Series 63, Series 66

Grand Blanc, MI

Acorn Wealth Advisors, LLC

Options & derivatives strategies Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Gage H

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Todd T

CFP®, Series 63

Grand Blanc, MI

Acorn Wealth Advisors, LLC

Options & derivatives strategies Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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