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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

13 advisors near 52310

Out of 400,000+ nationwide

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Michael O

Series 63, Series 65

Cascade, IA

Empower Advisory Group

Michael Otting is a financial advisor with Empower Advisory Group in Cascade, IA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His work history includes roles at GWFS Equities, Inc., Prudential Customer Solutions LLC, Global Portfolio Strategies, Inc., and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its point-in-time financial plans and offers optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Marc K

Series 63, Series 66

Monticello, IA

Thrivent Investment Management

Marc Kerscher is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, he serves as an assistant high school football coach and is a member of the board of directors for a senior living complex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Brian G

Series 66

Monticello, IA

Cambridge Investment Research Advisors

Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and has been affiliated with Citizens State Bank since 2001. Outside of his advisory role, he is involved in agricultural business as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver customized investment solutions.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Nolan V

Series 63

Cascade, IA

LPL Financial

Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been affiliated with LPL Financial since 1992 and manages the investment program for First Central State Bank. Vosler is also involved with the DeWitt Noon Lions and serves as a major donor to DeWitt Community Hospital. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, banks, institutions, and charities. The firm supports its advisors with in-house research and a variety of investment models and strategies, offering flexible solutions that range from financial planning to third-party asset management.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Allison K

Series 66

Cascade, IA

Edward Jones

Allison Kettmann is a financial advisor at Edward Jones in Cascade, IA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience at Bridgewater Advisors and various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brock H

Series 66

Anamosa, IA

Edward Jones

Brock Hillers is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior experience includes two years at Cottingham and Butler and three years associated with University of Iowa Football. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brad L

Series 63, Series 66

Cascade, IA

Edward Jones

Brad Ludwig is a financial advisor with Edward Jones in Cascade, Iowa, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Christian B

Series 66

Monticello, IA

Edward Jones

Christian Brokaw is a financial advisor at Edward Jones in Monticello, IA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kent S

Series 66

Anamosa, IA

Edward Jones

Kent Streicher is a financial advisor with Edward Jones in Anamosa, Iowa, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Streicher Enterprises, an LLC involved in commercial property development including plans for a new Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Jacob W

Series 66

Cascade, IA

Edward Jones

Jacob Westhoff is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Bank & Trust and several other firms. Outside of his advisory work, he has an interest in farming related to feeder cattle through family involvement. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Craig T

Series 63, Series 66

Monticello, IA

Edward Jones

Craig Thompson is a financial advisor with Edward Jones in Monticello, IA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns a small office rental business in Monticello. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Amy C

CFP®, Series 63

Cascade, IA

LPL Financial

Amy Cooper is a CFP® professional with 30 years of experience in the financial services industry. She has been with LPL Financial since 2001. Prior to joining LPL, she owned and operated Cooper Financial Services, Inc., a non-variable insurance agency. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kris G

CFP®, Series 66

Monticello, IA

Thrivent Investment Management

Kris Gobeli is a Certified Financial Planner® with six years of industry experience, currently serving with Thrivent Investment Management. His prior work includes roles at Edward Jones, Fidelity Bank & Trust, and Facet. Outside of finance, he co-owns a small herd of miniature cattle and serves on the board of the Wyoming Fair Association, supporting local agricultural events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning without portfolio management for institutional clients and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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