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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 31 near 54166

Out of 400,000+ nationwide

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Sandra C

Series 66

Shawano, WI

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Mandy K

CFP®, Series 66

Clintonville, WI

Edward Jones

Business ownership considerations Wealth management General retirement planning Founder/Business Owner Intergenerational Families
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Elle H

Series 65

Shawano, WI

Kerberrose Wealth Management, LLC

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Jason R

Series 65

Appleton, WI

Kerberrose Wealth Management, LLC

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Julie L

Series 63, Series 65

Green Bay, WI

Kerberrose Wealth Management, LLC

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Alexandria M

Series 65

Shawano, WI

Kerberrose Wealth Management, LLC

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Scott C

Series 63, Series 65

Marquette, MI

Kerberrose Wealth Management, LLC

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Emily S

CFP®, Series 66

Shawano, WI

Associated Investment Services, Inc.

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Michael R

Series 63, Series 65

Shawano, WI

Kerberrose Wealth Management, LLC

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Anthony P

CFP®, Series 66

Shawano, WI

Kerberrose Wealth Management, LLC

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