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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 34 near 54548

Out of 400,000+ nationwide

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Brian N

Series 63

Minocqua, WI

Edward Jones

Retirement income strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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Garrett M

Series 66

Minocqua, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Robert O

Series 63, Series 65

Minocqua, WI

Omelina Group Wealth Management Inc.

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Theresa R

CFP®, PFS™, Series 65

Lac Du Flambeau, WI

CGN Advisors, LLC

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Daily E

Series 63, Series 66

Minocqua, WI

Associated Investment Services, Inc.

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Charles O

Series 63, Series 65

Minocqua, WI

Packerland Brokerage Services, Inc.

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George F

Series 63, Series 65

Minocqua, WI

Principal Financial Services

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Dwight K

Series 66

Sayner, WI

Silver Oak Securities, Incorporated

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Michelle C

Series 63, Series 66

Lac Du Flambeau, WI

Harbour Investments, Inc.

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Matthew K

Series 66

Minocqua, WI

Morgan Stanley

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