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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 146 near 55362

Out of 400,000+ nationwide

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Derek L

Series 66

Buffalo, MN

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning General estate planning guidance Founder/Business Owner
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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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Mitchell B

Series 63, Series 66

Minnetonka, 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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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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Steven N

Series 66

Buffalo, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Dentist Financial Professional Educators, Teachers, and Academics Founder/Business Owner
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Drew R

Series 66

Buffalo, MN

Fidelity

Drew Rudlong is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to design and implement personalized retirement and financial planning strategies aligned with their long-term goals. He provides comprehensive guidance on investment allocation, risk management, and wealth accumulation, assisting clients in navigating complex financial decisions. Drew has been with Fidelity Investments since 2023, where he has held several positions including Financial Representative, Relationship Manager, and Planning Consultant prior to his current role. Before joining Fidelity, he worked as a Client Support Associate at Ameriprise Financial from 2022 to 2023.

Wealth management
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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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Willson B

Series 66

Monticello, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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