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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 80 near 61530

Out of 400,000+ nationwide

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Tim D

CFP®

Morton, IL

Eagle Ridge Wealth Advisors

I'm a CERTIFIED FINANCIAL PLANNERâ„¢ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Income planning General retirement planning General tax planning Baby Boomers (Born 1946-1964)
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Maggie K

CFP®, CPA

Morton, IL

Abundo Wealth

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Courtney N

ChFC®, Series 66

Morton, IL

Edward Jones

College savings (529s, UTMA, etc.) LGBTQIA Women Professionals
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Kevin K

CFP®, ChFC®, Series 63, Series 66

Metamora, IL

Edward Jones

Retirement income strategy Wealth management Stock option exercise strategy
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John M

Series 63, Series 65

Benson, IL

Merrill

John Meinhold serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Over his 21-year career, he has developed a practice grounded in educating clients and addressing their individual financial ambitions. His approach emphasizes creating personalized plans that consider clients’ unique perspectives and priorities. John's expertise includes areas such as divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned his bachelor's degree from Illinois State University and is affiliated with the College for Financial Planning. Outside of his professional work, John is involved in his community through Make A Wish and various board positions on local organizations. His personal interests include baseball, golfing, and spending time with his family.

Divorce financial planning Family Business ESG / Sustainable investing
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Adam S

CFP®, Series 63, Series 66

Morton, IL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
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Jeremy M

CFP®, Series 66

East Peoria, IL

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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Timothy F

Series 66

Eureka, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Business ownership considerations
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John A

Series 63, Series 65

Washington, IL

Milestone Advisory Group, LLC

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Philip W

CFP®, Series 66

Washington, IL

Journey Beyond Wealth

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