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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 17 financial advisors of 17 near 66534

Out of 400,000+ nationwide

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Dominic F

Series 65

Seneca, KS

Invisor

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Hunter S

Series 65

Seneca, KS

Invisor

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Justin L

CFP®

Seneca, KS

Invisor

Justin leads the Invisor companies. He especially enjoys providing financial planning and investment education. Prior to helping start Invisor he worked at Bayer HealthCare LLC in business development and marketing. Justin has an MBA in finance with highest distinction from the University of Kansas and is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. He has passed the Series 65 Uniform Investment Adviser Law exam and is registered as an investment advisor representative in the State of Kansas.

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Carl M

Series 63, Series 65

Westlake Village, CA

One Capital Management, LLC

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Dane B

Series 65

Seneca, KS

AE Wealth Management, LLC

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Kirby S

Series 65

New Haven, CT

Knights Of Columbus Asset Advisors LLC

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Amber B

Series 66

Sabetha, KS

Independent Financial partners

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Ethan R

Series 65

Overland Park, KS

Creative Planning

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Darin D

Series 63, Series 66

Falls City, NE

Edward Jones

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Jeffrey R

Series 63, Series 66

Sabetha, KS

Edward Jones

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