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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 33 near 54724

Out of 400,000+ nationwide

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Kelsey N

Series 66

Chippewa Falls, WI

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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Brian S

Series 63

Bloomer, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Nicholas D

CFP®, Series 66

Chippewa Falls, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management
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Paul M

Series 66

Chippewa Falls, WI

Edward Jones

Retirement income strategy General estate planning guidance Military & Veterans Doctor or Medical Professional
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Darian P

Series 66

Bloomer, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management General retirement planning
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James R

Series 63, Series 65

Chippewa Falls, WI

Wall Investment Group, Inc.

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Jack K

Series 65

Chippewa Falls, WI

Creativeone Wealth, LLC

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Carla Z

Series 63, Series 65

Bloomer, WI

Harbour Investments, Inc.

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Dean E

ChFC®, Series 63, Series 65

Chippewa Falls, WI

Principal Financial Services

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Evie S

Series 65

Chippewa Falls,, WI

Creativeone Wealth, LLC

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