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

Top 30 financial advisors of 188 near 52317

Out of 400,000+ nationwide

firm logo

Adela H

Series 66

Coralville, IA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
firm logo

Wade N

CFP®, Series 66

Coralville, IA

Edward Jones

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

Tanner K

Series 66

Coralville, IA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Doctor or Medical Professional
firm logo

Jeffery D

Series 66

North Liberty, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Professional Athlete Educators, Teachers, and Academics
firm logo

Alec F

Series 66

Iowa City, IA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Technology Professional Doctor or Medical Professional
firm logo

Kelly B

CFP®, ChFC®, Series 66

Iowa City, IA

Edward Jones

Divorce financial planning Retirement income strategy ESG / Sustainable investing Wealth management LGBTQIA
firm logo

Travis W

CFP®, Series 66

North Liberty, IA

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
firm logo

Chad R

Series 63, Series 66

Iowa City, IA

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
user avatar
firm logo

Kade H

CFP®, Series 65

Coralville, IA

Storybook Financial

user avatar
firm logo

Eric S

Series 65

Iowa City, IA

Partner Wealth

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")