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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 80 near 56011

Out of 400,000+ nationwide

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Jeff B

CFP®

Chaska, MN

7th St. Financial

My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests help shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans. As an advisor, I have several primary roles I need to perform for my clients. 1. Listen. My first objective is to truly listen to clients and hear what is important to them so we can work towards the correct objectives. 2. Be knowledgable. This is what you pay me for. To know the things you don't that will improve your financial position. 3. Be flexible. Throughout the course of our relationship, life will inevitably throw you a few curve balls. We have to be flexible and adapt to your new life circumstances and new goals. 4. Be accountable. One of the main things people want out of an advisor is someone to keep them on task forgetting the things done they need to do. The firm's tagline is Financial Planning for the 99%. I say this because I believe financial planning is not just for those that have over $5 million in assets. Many financial advisors require you to build up $500,000 before they will talk to you. I believe people need help to get to that mark and beyond. We all want to be able to do the things that bring joy to our lives. That is my ultimate goal for you. To help you make the financial moves that will put you in the position to do the things that bring

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Consultant Gen X (Born 1965-1980)
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Paul T

Series 63

Le Sueur, MN

Edward Jones

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Sean K

Series 66

Le Sueur, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management Doctor or Medical Professional Educators, Teachers, and Academics
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Sheilina S

Series 66

New Prague, MN

Edward Jones

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

Series 63

New Prague, MN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Planning for children with special needs
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Samuel G

CFP®, Series 66

Belle Plaine, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans Young Professionals
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Steven K

Series 66

Jordan, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Planning for children with special needs Wealth management Inheritance planning Religious/faith focused
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Jason H

Series 66

Jordan, MN

Edward Jones

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Wealth management
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Paul Y

CFP®, Series 66

Shakopee, MN

Edward Jones

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer Inheritance planning
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Tammy L

Series 63

Shakopee, MN

Edward Jones

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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