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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 178 near 54022

Out of 400,000+ nationwide

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Jeremy R

Series 66

Prescott, WI

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance
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Christopher B

Series 66

Hudson, WI

Fidelity

Christopher Bayliss is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to ensure they have a positive experience and focuses on assisting them with retirement planning. His approach emphasizes attentive service and understanding each client's unique needs to build strong, lasting relationships. Before his current role, Christopher held positions as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, both at Fidelity Investments. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Outside of his professional responsibilities, Christopher engages in fitness activities including horseback riding, reading, running, and skiing.

General retirement planning Retirement income strategy Income planning
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Brian B

Series 63

Baldwin, WI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Kaili P

Series 66

Hastings, MN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Retirement withdrawal strategies Founder/Business Owner
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Daniel R

CFP®, ChFC®, Series 66

Hastings, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning Military & Veterans
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Hillary S

Series 66

Ellsworth, WI

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Intergenerational Families Divorced
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John S

CFP®, Series 66

Hudson, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Joshua C

Series 66

Lakeland, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kendra S

CFP®, Series 66

River Falls, WI

Edward Jones

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

Series 66

Hudson, WI

Fidelity

Travis Jacobs is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, where he focuses on helping clients build comprehensive retirement plans. Travis's expertise includes income planning, tax-efficient investing, healthcare, equity compensation considerations, and estate planning considerations. Prior to joining Fidelity, he worked as a Financial Advisor at Transamerica Investor Securities Corporation from 2014 to 2015 and at Transamerica Financial Advisors, Inc from 2009 to 2013.

General retirement planning Income planning General tax planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance
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