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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 63077

Out of 400,000+ nationwide

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Billy W

Series 63, Series 65

Union, MO

Benjamin F. Edwards & Company, Inc.

Tax-loss harvesting Wealth management Active portfolio management Passive / index investing Founder/Business Owner Retired Executive
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John M

Series 63, Series 65

Labadie, MO

Vicus Capital, Inc.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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J D

Series 66

Villa Ridge, MO

&PARTNERS

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Kimberly C

Series 63, Series 66

Villa Ridge, MO

Benjamin F. Edwards & Company, Inc.

Tax-loss harvesting Wealth management Active portfolio management Passive / index investing Founder/Business Owner Retired Executive
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Eric K

ChFC®, Series 66

Washington, MO

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
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Lisa S

Series 66

Pacific, MO

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Chad C

Series 63, Series 66

Lonedell, MO

Equitable Advisors

Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Mary T

Series 63, Series 65

Sullivan, MO

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Michael D

Series 66

Pacific, MO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Military & Veterans Founder/Business Owner Newlywed/Engaged
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Jean W

Series 63, Series 65

St Clair, MO

Ameriprise

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