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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

5 advisors near 63552

Out of 400,000+ nationwide

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Jackson K

Series 66

Macon, MO

Commonwealth Financial Network

Jackson King is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of experience running his own advisory firm, King Investment Strategies. He previously worked at Sturgeon High School and has a background that includes time as a student and experience in foundation repair. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad range of advisory support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jamie K

Series 66

Macon, MO

Commonwealth Financial Network

Jamie King is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He previously worked at ICA - Macon Atlanta State Bank for 16 years and briefly at MA Financial. King is also the owner of King Investment Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Andrew B

Series 66

Macon, MO

Edward Jones

Andrew Brown is a financial advisor at Edward Jones in Macon, MO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Brown serves as a lay pastor at Macon First Baptist Church, where he is involved in pulpit supply, curriculum oversight, and personnel coordination. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates a fiduciary standard in its advisory services.

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

Series 66

Macon, MO

Edward Jones

Stacy Taylor is a Series 66-registered financial advisor with Edward Jones, based in Macon, MO. She has 17 years of industry experience and has been with Edward Jones since 2008. 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 and offers a range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Charles I

Series 63, Series 66

Macon, MO

Edward Jones

Charles Isaacson is a financial advisor with Edward Jones in Macon, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he assists with managing his family farm in Callao, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including both discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

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