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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 71483

Out of 400,000+ nationwide

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Joseph E

CFP®, Series 66

Winnfield, LA

Edward Jones

Joseph Evans is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Winnfield, LA with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is the pastor at Pleasant Hill Baptist Church, where he delivers sermons, provides grief counseling, and conducts hospital visits. He also serves as a board member for the Industrial Development Board of the Parish of Winn, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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

PFS™, Series 63

Winnfield, LA

OSAIC

Steven Bates is a financial advisor at OSAIC with 18 years of industry experience. He holds the PFS™ and Series 63 designations and previously worked at Woodbury Financial Services and The O.N. Equity Sales Company. Outside of advisory work, he owns and operates a beef cattle ranch and serves as a board member for the local soil and water conservation district. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to a wide range of investment products and third-party managers through a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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