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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 58601

Out of 400,000+ nationwide

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James S

Series 63, Series 65

Dickinson, ND

Schwartz Investment Management Co.

Wealth management Passive / index investing
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Michael P

CFP®, Series 65

Dickinson, ND

Mike Parke Investment Management, LLC

Active portfolio management Concentrated stock management
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Paul D

Series 63, Series 65, Series 66

Dickinson, ND

INS Capital Management, LLC

Passive / index investing Active portfolio management
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Jon H

Series 66

Dickinson, ND

Hendrickson Financial Services, LLC

General retirement planning Retirement income strategy Income planning Wealth management
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Renae P

Series 63, Series 65

Dickinson, ND

BFC PLANNING, Inc.

Concentrated stock management Options & derivatives strategies Real estate investing
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Stacy B

Series 63, Series 66

Dickinson, ND

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Darren L

Series 66

Dickinson, ND

Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Blaine S

Series 63, Series 65

Dickinson, ND

OSAIC

Annuities Founder/Business Owner Executive Retired
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Michael M

Series 66

Dickinson, ND

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Steven S

Series 66

Dickinson, ND

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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