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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 30 financial advisors of 130 near 53085

Out of 400,000+ nationwide

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Thomas S

CFP®, Series 63

Sheboygan, WI

Edward Jones

Retirement income strategy General retirement planning
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Thomas L

CFP®, Series 66

Plymouth, WI

Fidelity

Tom Lucash is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2019. He has 22 years of experience in the financial industry. Prior to his current role, Tom worked as an Investment Solutions Consultant at New York Life Insurance Co. from 2005 to 2018 and as a Financial Advisor at Morgan Stanley from 2003 to 2004. Tom partners with his clients to understand their financial goals and aspirations, developing customized plans aimed at flexibility, comfort, and sustainability. His professional experience spans various aspects of financial consulting and investment solutions. Outside of his professional work, Tom enjoys family activities, fitness, golf, hiking, spending time with pets, and reading.

Wealth management
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Anne W

Series 66

Sheboygan, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Charitable giving & philanthropy LGBTQIA
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Jason F

Series 63, Series 65

Kohler, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Eric D

Series 66

Plymouth, WI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Wealth management
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Paul L

Series 63, Series 66

Plymouth, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Military & Veterans Founder/Business Owner Doctor or Medical Professional Educators, Teachers, and Academics
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Mary T

Series 66

Sheboygan, WI

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Annie L

Series 66

Plymouth, WI

Edward Jones

Retirement income strategy Inheritance planning Multi-generational wealth transfer Military & Veterans Educators, Teachers, and Academics Women Professionals
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Pamela O

Series 63, Series 66

Sheboygan, WI

Pamela Otten LLC

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Jonathan D

CFA®, Series 63

Plymouth, WI

The Olympia Group LLC

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