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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 10 financial advisors of 10 near 51334

Out of 400,000+ nationwide

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Jeromy M

Series 63

Spirit Lake, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Kristia P

Series 66

Estherville, IA

Edward Jones

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

Series 63, Series 65

Vancouver, WA

Advisor Share Wealth Management, LLC

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Christene B

Series 63, Series 65

Spirit Lake, IA

Ameriprise

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Christopher F

Series 66

Spirit Lake, IA

Edward Jones

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Douglas W

Series 63, Series 66

Estherville, IA

Edward Jones

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Joshua N

Series 66

Estherville, IA

Thrivent Investment Management

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Anne S

CFP®, Series 63, Series 65

Spirit Lake, IA

LPL Financial

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Sara F

Series 66

Spirit Lake, IA

Edward Jones

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Hernani Antonio N

Series 66

Spirit Lake, IA

Edward Jones

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