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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 58341

Out of 400,000+ nationwide

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Bradley O

Series 63, Series 65

Harvey, ND

Eagle Strategies (NY Life)

Bradley Olschlager is a financial advisor with Eagle Strategies (NY Life) in Harvey, ND, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Eagle Strategies since 2016 and has worked with NYLIFE Securities and New York Life since 2005. Outside of his advisory work, he serves as a board member for the Harvey Rural Fire Protection District. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of the end of 2024.

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

Series 66

Harvey, ND

Ameriprise

Kirk Baeth is a financial advisor with Ameriprise, holding a Series 66 designation and over 25 years of industry experience. He previously worked at LPL Financial and Investment Centers of America, Inc. Baeth serves on the Board of Directors for the Lake Region Baseball Boosters and is a general member of the Lake Region State College Athletic Boosters. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

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