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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 57274

Out of 400,000+ nationwide

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Tanner C

Series 63, Series 66

Webster, SD

Thrivent Investment Management

Tanner Christensen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at Thrivent Financial since 2019 and previously served in the Army National Guard for 14 years, where he held the rank of Major and was operations officer for his battalion. Outside of his financial advisory role, Christensen serves on several boards including Sanford Hospital, the Veterans of Foreign Wars as a trustee, and Bethesda Nursing Home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers holistic, goal-based planning covering various topics and allows clients to integrate planning with managed-account services while maintaining separate relationships.

Business ownership considerations
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Brittany Z

Series 63, Series 66

Webster, SD

Thrivent Investment Management

Brittany Zubke is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at Thrivent and Thrivent Financial since 2017 and previously worked at State Farm from 2014 to 2017. Outside of her advisory role, she serves on the educational committee at St. John's Lutheran Church and is a board member of the Knapp and Play Learning Center, a nonprofit daycare and preschool. 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 planning analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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