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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 233 near 56320

Out of 400,000+ nationwide

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Brian L

Series 66

Sartell, MN

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Wealth management
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Troy M

Series 63, Series 65

Sartell, MN

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Adam S

Series 66

Sauk Rapids, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Brooke R

Series 66

Sauk Rapids, MN

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management
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Jamie C

Series 66

Waite Park, MN

Edward Jones

Wealth management General retirement planning
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Beau H

Series 66

St Joseph, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Benjamin B

Series 66

Cold Spring, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Curtis B

Series 66

St Cloud, MN

Edward Jones

Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Madison M

Series 66

Sartell, MN

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Zachary G

Series 66

St Cloud, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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