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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 74 near 53536

Out of 400,000+ nationwide

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Brian V

CFP®, Series 63, Series 66

Oregon, WI

Fidelity

Brian Vetrovec is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2007 in various capacities. His current role focuses on partnering with high net worth clients to develop comprehensive financial plans that align with their lifestyle and legacy objectives. Brian emphasizes integrity, passion, and trust in his client relationships to deliver tailored financial strategies. Throughout his career at Fidelity Investments, Brian has held multiple positions including Regional Planning Consultant and Financial Consultant, gaining extensive experience in investment and retirement solutions. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Brian's professional journey reflects a commitment to understanding client priorities and co-creating strategies that address their unique wants and needs. His approach centers on presenting ideas that are most relevant to his clients' financial goals.

Wealth management General retirement planning Retirement income strategy Income planning General estate planning guidance Financial Professional
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Jessica K

CFP®, Series 63

Stoughton, WI

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Women Professionals
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Chad W

Series 63

Oregon, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Founder/Business Owner Intergenerational Families
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Thomas W

Series 63

Janesville, WI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Thomas F

Series 63

Stoughton, WI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning
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Andrew M

Series 66

Edgerton, WI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Jacob F

Series 66

Stoughton, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Lisa F

Series 66

Stoughton, WI

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Government Employee Women Professionals
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Gabriel S

Series 66

Janesville, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Retirement withdrawal strategies Founder/Business Owner
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Jodie P

Series 66

Oregon, WI

Edward Jones

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