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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

Advisors near 55057

Out of 400,000+ nationwide

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Scott D

Series 63, Series 65

Faribault, MN

Dornbusch Asset Management

Passive / index investing Active portfolio management Options & derivatives strategies
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Bradley S

Series 63, Series 66

Elko, MN

Family Wealth Management

Active portfolio management Tax-loss harvesting
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Tristan C

CFP®, Series 65

Northfield, MN

Wealth Span Capital Management

Wealth management Active portfolio management
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Brian J

Series 66

Elko New Market, MN

NextGen Financial Advice LLC

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Gregory C

Series 63

Northfield, MN

Sequoia Financial Group, L.L.C.

Private / alternative investments Business exit / sale strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive
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Abra K

CFP®, Series 63, Series 65

Northfield, MN

Sequoia Financial Group, L.L.C.

Private / alternative investments Business exit / sale strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive
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John C

CFP®

Northfield, MN

Sequoia Financial Group, L.L.C.

Private / alternative investments Business exit / sale strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive
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Jason K

CFP®

Northfield, MN

Sequoia Financial Group, L.L.C.

Private / alternative investments Business exit / sale strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive
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Andrew O

CFP®, Series 65

Northfield, MN

Sequoia Financial Group, L.L.C.

Private / alternative investments Business exit / sale strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive
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Selene S

CFP®

Northfield, MN

Sequoia Financial Group, L.L.C.

Private / alternative investments Business exit / sale strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive
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