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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

10 advisors near 68787

Out of 400,000+ nationwide

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George P

CFP®, Series 63, Series 65

Wayne, NE

D.H. Hill Advisors, Inc.

George Phelps is a CFP® with over 51 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2014 and also operates George Phelps Financial Consultant. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, national account servicing, and access to alternative investments, using both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Brent R

Series 63, Series 66

Wayne, NE

WT Wealth Management, LLC

Brent Rankin is a financial advisor at WT Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc and J.P. Morgan Securities LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and behavioral bias reduction, and is notable for its affiliated professional-service entities and integrated approach to retirement plan management and insurance services.

ESG / Sustainable investing Passive / index investing
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Justin D

Series 66

Wayne, NE

Ameriprise

Justin Davis is a financial advisor with Ameriprise in Wayne, Nebraska, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a board member of the Wayne Area Economic Development Chamber and as vice-president of Wayne Community Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized consulting team, combining algorithmic automation with advisor input, and offers a broad range of advisory, brokerage, and insurance solutions.

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

Series 63, Series 66

Wayne, NE

LPL Financial

Rodney Hunke is a financial advisor with LPL Financial in Wayne, Nebraska, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Elkhorn Valley Bank & Trust and LPL Financial since 2015. Outside of his advisory role, he is involved as an agent for fixed annuities with United Life Insurance Co. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Isaac D

Series 63, Series 65

Wayne, NE

Ameriprise

Isaac Deichmann is a financial advisor with Ameriprise in Wayne, Nebraska, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Ameriprise in 2021, he worked at Black Cow Fat Pig for three years. He is also involved with Bedrock Holdings, where he serves as a Registered Team Member and Client Service Specialist. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Wayne, NE

Edward Jones

Michael Varley is a financial advisor at Edward Jones in Wayne, Nebraska, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at F&M Bank for 18 years. He serves on the board of the Wayne County Farm Bureau, a nonprofit organization focused on promoting agriculture and educating the local community about its importance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

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

Series 63, Series 66

Wayne, NE

Edward Jones

Kenneth Marra is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Wayne, NE

Ameriprise

Craig Walling is a financial advisor with Ameriprise in Wayne, Nebraska, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Walling serves as Treasurer on the Board of Directors for Journey Christian Church and as a Board Member and Treasurer for TeamMates of Wayne. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to support clients approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Wayne, NE

Ameriprise

Michaela Lammers is a financial advisor with Ameriprise in Wayne, Nebraska, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2017, she worked at Brookdale Senior Living and Yankton Medical Clinic. She is also involved with Bedrock Holdings in Norfolk, Nebraska, where she provides financial advising and client services. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on Ameriprise-managed accounts.

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

Series 63, Series 65

Wayne, NE

LPL Financial

Rictor Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes more than three decades at Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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