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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 48823

Out of 400,000+ nationwide

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Larry F

Series 63, Series 65

Lansing, MI

Fitzpatrick Financial Solutions, LLC

General retirement planning Wealth management
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Jon S

CFP®, Series 66

Okemos, MI

FinancialMD, LLC

Debt management Charitable giving & philanthropy General estate planning guidance
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Rich F

CFP®, EA

East Lansing, MI

IAM Financial

Work history In December of 2007 Rich created IAM Financial to serve clients seeking objective, affordable, independent advice. Prior to this, Mr. Feight was an investment advisor representative of Creative Financial Design, where he was responsible for the selection of securities used in, and management of, asset allocation portfolios for numerous client accounts. His career began as a registered representative of Vestax Securities Corp. where he was a fee-based advisor. Rich was also licensed in the state of Michigan with Jackson National Life to advise and sell life insurance. Education Rich is a graduate of Michigan State University where he received a degree in Finance. Rich earned the Certificate of Financial Planning from The College for Financial Planning in Denver, Colorado that was comprised of intense graduate-level classes grounding him in the various foundations of financial planning. He is a CFP® (Certified Financial Planner®) since 2001, meeting the experience, education requirements and passing the two-day, 10-hour exam, making him one of the few in the country who hold the designation. Rich became an Enrolled Agent (EA) with the Internal Revenue Service in January 2011. An EA is a federally-authorized tax practitioner with technical expertise in the field of taxation. EAs are empowered by the Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. Since 2004, Rich has subscribed to the stringent and mandatory annual educational hours, experience, and code of ethics to meet the requirements to be a NAPFA Registered Financial Advisor. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 5,000 in the country qualify for the membership; Rich is one of them. Rich is also a member of the National Association of Tax Professionals, Tax Professionals.com and the Greater Lansing Estate Planning Counsel. Volunteering Rich served on the National Board of the National Association of Personal Financial Advisors as membership director. He served on the Small Business Association of Michigan's Strategic Communications Committee and is a past President and Chairman of the Board of the Financial Planning Association (FPA) of Michigan, one of the largest and most influential of the FPA chapters in the country. Rich is also a past President for Transportation Toastmasters Club 4776 downtown Lansing where he enjoyed enhancing his speaking skills.

Business ownership considerations Business exit / sale strategy Established Professionals FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)
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Gary W

CFP®, Series 66

Lansing, MI

Newage Advisors LLC

Cash flow / budgeting Divorce financial planning
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Richard M

Series 63, Series 65

Potterville, MI

Rich Michaels Investments, LLC

Passive / index investing
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Nathan P

CFP®, Series 65

East Lansing, MI

DrivenWealth, LLC

Retirement plans for business owners (SEP, solo 401k)
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Marvin B

Series 63, Series 65

Holt, MI

Brigman Wealth Management

Annuities
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Thomas R

Series 63, Series 65

Okemos, MI

Cardinal Financial Consultants, LLC

Options & derivatives strategies Active portfolio management Tax-loss harvesting
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Jeffrey H

Series 63, Series 65

East Lansing, MI

ACE Management

Income planning Active portfolio management Founder/Business Owner
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Nathan W

Series 63, Series 65

Lansing, MI

Maner Wealth

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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