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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

4 advisors near 50675

Out of 400,000+ nationwide

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Scott W

Series 66

La Porte City, IA

Principal Financial Services

Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, although there is no trading activity related to this during market hours. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Russell N

CFP®, Series 63, Series 65

Traer, IA

Cwm, Llc

Russell Nieland is a CFP® with 28 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Cetera, Galt Wealth Partners, Carson Wealth, and Private Advisor Group. Outside of advisory work, he serves as president of TN Weber Nieland, LLC, a financial services business, and holds leadership positions in various family and community organizations, including HOA board membership. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology platforms to implement discretionary portfolio management.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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Kathleen K

Series 63, Series 65

Dysart, IA

OSAIC

Kathleen Kennicott is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc and SII Investments, Inc. Outside of her advisory role, she owns Kennicott Financial, a business through which she employs a personal assistant. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs a technology-driven investment process with access to multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Kyle R

Series 66

Reinbeck, IA

Ameriprise

Kyle Rasmussen is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LSB Capital Management, LPL Financial, Lincoln Savings Bank, and Ameriprise Financial Services. He serves on several nonprofit boards, including as president of the Grundy County Memorial Hospital Foundation and vice president of Little Rebels Learning Center. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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