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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

Advisors near 57032

Out of 400,000+ nationwide

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Jeffery S

CFP®, Series 63, Series 65

Sioux Falls, SD

Skinner Financial Services

Annuities
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Denis P

Series 65

Sioux Falls, SD

Soaring Investment Management, LLC

Founder/Business Owner
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Adam H

Series 65

Sioux Falls, SD

Adrionic Technologies LLC

Active portfolio management Factor investing / smart beta
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Alex K

Series 65

Sioux Falls, SD

Klocker Investment Advisers

Active portfolio management Options & derivatives strategies
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Jason E

Series 63, Series 65

Sioux Falls, SD

Alternative Strategies Group, Inc.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brock H

Series 66

Sioux Falls, SD

Hyline Wealth

Retirement income strategy Social Security optimization Options & derivatives strategies Cash flow / budgeting
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Pradeep J

Series 63, Series 66

Sioux Falls, SD

Intelligent Investments

Options & derivatives strategies Active portfolio management
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Michael B

CFA®

Sioux Falls, SD

Castellum Capital Management LLC

Active portfolio management
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Raymond T

Series 63, Series 65

Sioux Falls, SD

Thompson Private Wealth

General retirement planning Wealth management General tax planning Retirement plans for business owners (SEP, solo 401k)
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Todd T

Series 63, Series 65

Sioux Falls, SD

TDT Financial Inc

General retirement planning
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