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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

Advisors near 53147

Out of 400,000+ nationwide

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Nicholas M

Series 66

Waterford, WI

FIAT LUX Capital Management

General retirement planning Medicare planning Social Security optimization College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Dylan L

CFP®

Delavan, WI

Dylan Lund Financial, LLC

The financial world is complex. There are many decisions you have to make on a constant basis. What I do at Dylan Lund Financial, LLC is advise you on those decisions. Together we make a plan on what you want to accomplish with life, and I help figure out how we can achieve those goals. Goals could include buying a new house, paying for your child's education, retiring early, or some other goal. We will take a holistic approach to your finances to ensure that we do not overlook any areas of opportunity. After analyzing your finances, we come up with a plan with actionable steps to achieve your goals. We will continue working together checking the progress of your goals and updating your goals as your life changes. With this constant focus on making good financial decisions, we will get you ever closer to living your ideal life. Outside of this business, I spend most of my time with my wife raising our two young boys. We try to go on little day vacations with the family and live a healthy life.

College savings (529s, UTMA, etc.) FIRE (Financial Independence Retire Early) Young Families Gen Y/Millennials (Born 1980-1995)
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Trevor J

Series 65

Richmond, IL

Dream Weaver Financial Planning LLC

General retirement planning Income planning Tax-loss harvesting Wealth management
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James K

Series 65

Lake Geneva, WI

Kramer Investment Services, LLC

Retirement income strategy Roth conversion strategy General tax planning Business succession planning
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Timothy S

Series 66

Lake Geneva, WI

Spyrnal Financial Group

Business ownership considerations Retirement income strategy College savings (529s, UTMA, etc.)
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Amy B

CFP®, CFA®

Spring Grove, IL

Barrett Wealth Connection LLC

Charitable giving tax strategies College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting
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Victoria D

CFP®, CFA®, Series 63

Spring Grove, IL

Barrett Wealth Connection LLC

Charitable giving tax strategies College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting
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Joshua D

Series 63, Series 65

Spring Grove, IL

Strive Financial Group, LLC

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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William L

CFP®, Series 66

Lake Geneva, WI

Form Wealth Advisors, LLC

Business succession planning Business ownership considerations Retirement income strategy Founder/Business Owner
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Loren C

Series 63, Series 65

Lake Geneva, WI

Geneva Partners, LLC

Active portfolio management
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