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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

2 advisors near 57066

Out of 400,000+ nationwide

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Brady C

Series 63, Series 65

Tyndall, SD

Eagle Strategies (NY Life)

Brady Cameron is a financial advisor with Eagle Strategies (NY Life) in Tyndall, SD, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at New York Life Insurance Company and NYLIFE Securities LLC, and currently operates Cameron Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment advisory, and retirement plan consulting services to individuals, employers, trusts, and charitable organizations. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as a subsidiary of New York Life.

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

ChFC®, Series 63

Tyndall, SD

Eagle Strategies (NY Life)

Bradley Cameron is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 credentials. He has 25 years of industry experience and has worked with New York Life Insurance Company and NYLife Securities LLC since 2000 and 2001, respectively. Cameron is also the owner of Cameron Financial Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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