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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 15 financial advisors of 15 near 50112

Out of 400,000+ nationwide

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Paul K

Series 63, Series 66

Grinnell, IA

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance
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Benjamin S

CFP®, Series 66

Montezuma, IA

Diamond Trail Capital Management

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Paige C

CFA®

Ginnell, IA

Rossby Financial, LLC

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Jessica D

Series 65

Grinnell, IA

Rossby Financial, LLC

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Kevin S

Series 63, Series 65

Montezuma, IA

Principal Financial Services

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Christopher Z

Series 66

Grinnell, IA

Principal Financial Services

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Thomas C

Series 63

Grinnell, IA

Cambridge Investment Research Advisors

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Natalie P

Series 63, Series 66

Grinnell, IA

Cambridge Investment Research Advisors

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Kevin F

Series 66

Lynnville, IA

Raymond James Financial

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Mark K

Series 63, Series 66

Grinnell, IA

Edward Jones

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