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

Advisors near 53548

Out of 400,000+ nationwide

user avatar
firm logo

Kristian F

Series 63, Series 65

Evansville, WI

Retirement Income Strategies, LLC

Retirement income strategy General retirement planning Retired Founder/Business Owner
user avatar
firm logo

Sheena H

CFP®, Series 66

Janesville, WI

Uncommon Cents Investing

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Gregory S

Series 65

Janesville, WI

Uncommon Cents Investing

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

John B

Series 63, Series 65

Janesville, WI

Uncommon Cents Investing

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Savannah W

Series 65

Milton, WI

Morling Financial Advisors, LLC

Private / alternative investments ESG / Sustainable investing
user avatar
firm logo

Douglas H

Series 63, Series 65

Janesville, WI

Associated Investment Services, Inc.

Tax-loss harvesting Passive / index investing Active portfolio management Factor investing / smart beta Retired Founder/Business Owner
user avatar
firm logo

Daniel D

CFP®, Series 63, Series 65

Janesville, WI

Retirement Plan Advisors, LLC

Retirement income strategy Public Service Employee Founder/Business Owner
user avatar
firm logo

Joel B

Series 63, Series 65

Janesville, WI

Johnson Wealth Inc.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar
firm logo

Vincenzo C

CFP®, Series 63

Clinton, WI

wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Katherine C

Series 65

Janesville, WI

Belpointe Asset Management LLC

College savings (529s, UTMA, etc.) Income planning Active portfolio management Passive / index investing
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")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.