Direct booking

firm logo

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 51005

Out of 400,000+ nationwide

user avatar
firm logo

Paul F

Series 65

Cherokee, IA

Royal Fund Management, LLC

Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 license and seven years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance as well as annuities. His previous roles include positions at Keller Insurance and Financial Services, Inc. and South Dakota State University. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances, and offers unique services such as access to select non-traded REITs and an options-writing overlay.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
user avatar
firm logo

Chad H

CFP®, Series 63, Series 65

Storm Lake, IA

Cambridge Investment Research Advisors

Chad Halder is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Cambridge Investment Research, Inc., Broker Dealer Financial Services Corp., and Citizens 1st National Bank, where he continues as a trust officer. He is also involved in community service as a board member of the Storm Lake Hy-Noon Kiwanis and the Iowa Trust Association. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches across multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
firm logo

Jacob R

CFP®, Series 66

Cherokee, IA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
user avatar
firm logo

Brandon S

Series 66

Aurelia, IA

LPL Financial

Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018, following 13 years at Broker Dealer Financial Services Corp. Outside of his advisory role, he serves as a high school referee and assistant girls softball coach in Cherokee, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
firm logo

Alexander G

CFP®, ChFC®, Series 66

Storm Lake, IA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Linda B

Series 66

Storm Lake, IA

STIFEL

user avatar
firm logo

Bradford B

Series 63, Series 66

Storm Lake, IA

STIFEL

user avatar
firm logo

Joshua N

Series 66

Storm Lake, IA

Thrivent Investment Management

user avatar
firm logo

Jared E

Series 66

Storm Lake, IA

STIFEL

user avatar
firm logo

Travis A

Series 66

Storm Lake, IA

Edward Jones

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.