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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

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Lawrence L

Series 63, Series 65

New York, NY

IKE Capital, LLC

Lawrence Levy is a financial advisor at IKE Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IKE Capital since 2004, with a prior role at Wunderlich Securities, Inc. from 2015 to 2016. IKE Capital serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary investment management. The firm emphasizes large-cap equities and sector diversification, combining fundamental and technical analysis to tailor portfolios to clients' risk tolerance and time horizon.

Private / alternative investments Real estate investing Active portfolio management Concentrated stock management
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Andre M

Series 63, Series 66

New York, NY

IKE Capital, LLC

Andre Mcclure is a financial advisor at IKE Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KDM Capital, Saxony Securities, and Wunderlich Securities. IKE Capital serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management focused on fixed income and individual equities. The firm employs a combination of fundamental and technical analysis to customize portfolios based on client risk tolerance and objectives.

Private / alternative investments Real estate investing Active portfolio management Concentrated stock management
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