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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 25 financial advisors of 25 near 62231

Out of 400,000+ nationwide

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Amy K

Series 66

Aviston, IL

Edward Jones

General retirement planning Wealth management
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Seth S

ChFC®, Series 66

Centralia, IL

Edward Jones

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning
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Jeremy K

Series 66

Breese, IL

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Scott W

Series 63, Series 66

Centralia, IL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer
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Bronson M

CFP®, Series 66

Centralia, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Terry S

CFP®, ChFC®, Series 63, Series 66

Carlyle, IL

Edward Jones

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

Series 65

Centralia, IL

Terrapene Capital

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Ian T

Series 66

Breese, IL

Midwestern Securities Trading Company, LLC

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Shaun M

Series 65

Breese, IL

Knights Of Columbus Asset Advisors LLC

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Nathan D

Series 66

Aviston, IL

Mass Mutual Investors Services

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