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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 32 near 54020

Out of 400,000+ nationwide

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Tanya P

CFP®, Series 66

Chisago City, MN

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management
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Rebecca B

CFP®, Series 63

Saint Croix Falls, WI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management
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Zachary B

Series 66

Scandia, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Tucker H

CFP®, Series 66

Osceola, WI

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Patrick G

Series 63

Forest Lake, MN

Edward Jones

Retirement income strategy Planning for children with special needs
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Brian B

Series 66

Chisago City, MN

Edward Jones

Retirement income strategy General retirement planning
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Heidi G

Series 66

Marine On St Croix, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing
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Rory B

Series 63, Series 66

Cambridge, MN

Advanced Advisor Group, LLC

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Cheryl G

CFP®, Series 66

Star Prairie, WI

Kestra Advisory

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Adele H

Series 66

Osceola, WI

Raymond James Financial

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