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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 28 financial advisors of 28 near 53813

Out of 400,000+ nationwide

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Tyler D

Series 66

Lancaster, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Alaina R

CFP®, Series 66

Platteville, WI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management General estate planning guidance
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Jacob R

Series 66

Platteville, WI

Edward Jones

Inheritance planning Business ownership considerations Founder/Business Owner Engineering Professional Doctor or Medical Professional Educators, Teachers, and Academics Entertainment Industry
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John D

Series 65

Platteville, WI

Rosemeyer Management Group

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Kaley B

Series 66

Platteville, WI

Rosemeyer Management Group

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Brooklyn S

Series 65

Platteville, WI

Rosemeyer Management Group

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Haley H

Series 65

Platteville, WI

Rosemeyer Management Group

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Payton S

Series 65

Platteville, WI

Rosemeyer Management Group

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Regan S

Series 65

Platteville, WI

Rosemeyer Management Group

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Jacob R

Series 66

Platteville, WI

Rosemeyer Management Group

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