Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

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 9 financial advisors of 9 near 56579

Out of 400,000+ nationwide

firm logo

Patricia S

Series 66

Pelican Rapids, MN

Merrill

Patricia Savre serves as a Resident Director and Wealth Management Advisor at Merrill, focusing on delivering goals-based financial advice and customized wealth management strategies. She works with clients on areas including college education planning, divorce transition planning, employee benefits, equity compensation services, family wealth management, legacy planning, and investment consulting for defined contribution plans. Patricia emphasizes listening to clients to tailor financial strategies that align with their needs and aspirations while ensuring clients understand the wealth management process. Patricia earned her Bachelor's degree from the University of North Dakota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Raised in a small farming community in North Dakota, she now resides in the Twin Cities with her husband and three daughters. Outside of her professional role, Patricia is involved with local organizations such as Lakeshore Players Theatre, Northern Impact Volleyball Club, and St Odilia School. Her personal interests include gardening, golfing, ice hockey, running, traveling, and spending time with her family.

Wealth management Family Business Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning Parents Mid-Career Professionals
firm logo

Justin A

CFP®, Series 66

Fergus Falls, MN

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer
user avatar
firm logo

Mallen B

Series 63, Series 65

Pelican Rapids, MN

Auctus Advisors LLC

user avatar
firm logo

John O

Series 63, Series 65

Pelican Rapids, MN

DMK Advisor Group, Inc.

user avatar
firm logo

Christopher L

Series 63, Series 65

Pelican Rapids, MN

OSAIC

user avatar
firm logo

Gary L

CFP®, Series 63, Series 65

Pelican Rapids, MN

OSAIC

user avatar
firm logo

Andrew S

Series 66

Pelican Rapids, MN

Cetera

user avatar
firm logo

Melissa H

Series 63

Pelican Rapids, MN

LPL Financial

user avatar
firm logo

Seth L

Series 63, Series 65

Pelican Rapids, MN

OSAIC

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")