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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 249 near 55330

Out of 400,000+ nationwide

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Lisa M

Series 66

Otsego, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Cole D

Series 66

Otsego, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Blake C

Series 66

St Francis, MN

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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Mitchell B

Series 63, Series 66

Hanover, MN

Fidelity

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Wealth management
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Kent L

Series 63, Series 66

Elk River, MN

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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Nicholas P

Series 66

Minnetonka, MN

Fidelity

Nick Plaza is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Premier Banker at Wells Fargo from 2020 to 2024. His professional approach emphasizes building relationships based on trust and empathy by getting to know his clients personally. Throughout his career, Nick has developed expertise in financial planning and investment consulting. His experience spans multiple roles within the financial services industry, providing him with a broad understanding of client needs and financial strategies. Outside of his professional life, Nick has interests in fitness, food, social events, outdoor adventures, reading, and running.

General retirement planning Wealth management
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Jay C

Series 66

Zimmerman, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Samuel M

Series 66

Champlin, MN

Edward Jones

College savings (529s, UTMA, etc.) Planning for children with special needs General retirement planning Educators, Teachers, and Academics Government Employee
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Jon J

Series 66

Andover, MN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Julie P

Series 66

Otsego, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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