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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 11 financial advisors of 11 near 58075

Out of 400,000+ nationwide

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Jodi H

Series 63, Series 66

Wahpeton, ND

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning LGBTQIA
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Ashley G

CFP®, Series 66

Wahpeton, ND

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Ryan N

Series 66

Breckenridge, MN

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management
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Ryan S

ChFC®, Series 66

Wahpeton, ND

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management
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Jeremy R

Series 66

Wahpeton, ND

Intercarolina Financial Services, Inc.

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Brian J

Series 66

Breckenridge, MN

Wells Fargo Advisors

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Kelly M

Series 66

Breckenridge, MN

Edward Jones

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Joshua D

Series 65, Series 66

Wahpeton, ND

Edward Jones

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Willis U

Series 66

Wahpeton, ND

Thrivent Investment Management

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Shawn L

Series 66

Wahpeton, ND

Thrivent Investment Management

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