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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 67554

Out of 400,000+ nationwide

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Amanda B

Series 63, Series 66

Lyons, KS

Raymond James Financial

Amanda Beaver is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for three years and served at the Rice County Sheriff's Office for four years. Outside of her advisory role, she is a partner and owner of Prairie Sky Health and Tax Consultants, focusing on Medicare and health insurance enrollments. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cy R

Series 66

Lyons, KS

Edward Jones

Cy Rolfs is a financial advisor at Edward Jones with five years of industry experience. He previously worked at LPL Financial, Peoples Bank and Trust, and Lyons Federal Bank. Outside of his advisory role, Rolfs coaches high school girls basketball, focusing on teaching the game and promoting community values. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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