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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 16 financial advisors of 16 near 50674

Out of 400,000+ nationwide

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Christian S

Series 66

Oelwein, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Inheritance planning Doctor or Medical Professional
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Morgan S

Series 66

Sumner, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans Educators, Teachers, and Academics
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Curt S

Series 63, Series 66

Oelwein, IA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Janet W

Series 63, Series 66

Sumner, IA

Ally invest Advisors

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Hillary M

Series 66

Sumner, IA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

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James F

Series 63

Denver, IA

Prospera Financial Services, inc.

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Christopher H

Series 63, Series 66

Denver, IA

Principal Financial Services

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Nicholas W

Series 63, Series 65

Denver, IA

Principal Financial Services

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Angie F

Series 63, Series 65

Readlyn, IA

Principal Financial Services

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Gerald B

Series 63, Series 66

Oelwein, IA

Cetera

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