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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 38 near 54220

Out of 400,000+ nationwide

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Logan B

Series 66

Manitowoc, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Real Estate Professional
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Douglas D

Series 63

Two Rivers, WI

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance
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Nathan B

Series 66

Manitowoc, WI

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Public Service Employee
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Andrew Z

Series 66

Manitowoc, WI

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Cash flow / budgeting
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Seth J

Series 66

Manitowoc, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Startup equity planning Wealth management ESG / Sustainable investing
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Jared M

Series 65

Manitowoc, WI

Red Granite Wealth Management

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Ross M

CFP®, Series 63

Mishicot, WI

Mueller Wealth

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Parker M

CFP®, Series 66

Mishicot, WI

Mueller Wealth

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Michael H

Series 63

Manitowoc, WI

TCFG Investment Advisors, LLC

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John C

CFP®, Series 63, Series 65

Manitowoc, WI

Madison Partners

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