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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 57430

Out of 400,000+ nationwide

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Tammy B

CFP®, Series 63, Series 66

Britton, SD

Edward Jones

Tammy Bender is a CFP® professional with 28 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she is involved in farming and manages rental property operations in Britton, South Dakota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Jenna N

Series 66

Britton, SD

Thrivent Investment Management

Jenna Nordquist is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. She has been with Thrivent since 2021 and has prior work experience with the US Census Bureau and educational roles at Schiltz Foods, Rosholt School, and Milnor Public School. Outside of her advisory work, she serves as an assistant track coach for the Britton-Hecla School District and is the treasurer of Lake City Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across various topics without portfolio management or institutional advisory services.

Business ownership considerations
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