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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 727 near 53149

Out of 400,000+ nationwide

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Brian L

CFP®, CPA, PFS™

Brookfield, WI

Midwest Wealth Solutions LLC

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Liquidity event planning Business exit / sale strategy Business succession planning Executive Founder/Business Owner Parents Gen X (Born 1965-1980)
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Adam S

Series 66

Waukesha, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Real estate investing Founder/Business Owner
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Scott H

Series 63

Mukwonago, WI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Wealth management
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Jeffrey B

Series 66

Elm Grove, WI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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David S

Series 66

Dousman, WI

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations General retirement planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Divorced
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Paul Z

Series 63, Series 65, Series 66

Waukesha, WI

Edward Jones

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Susy S

CFP®, Series 66

Waukesha, WI

Edward Jones

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Conner C

CFP®, Series 66

New Berlin, WI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Wealth management ESG / Sustainable investing Doctor or Medical Professional Values-based investing Religious/faith focused
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Daniel M

Series 66

Muskego, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Charitable giving & philanthropy
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Katie O

Series 66

Muskego, WI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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