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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

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Laura T

Series 66

Ada, MN

Thrivent Investment Management

Laura Tweten is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Thrivent Investment Management and THRIVENT Financial since 2014. Outside of her advisory role, she serves as a board member for the Lake Agassiz Education Cooperative and the Ulen Hitterdal Independent School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across a broad range of financial topics without discretionary trading authority.

Business ownership considerations
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Darin M

Series 63, Series 65

Anthony, MN

LPL Enterprise

Darin Moening is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a contingent power of attorney for his parents. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, operating as both an investment adviser and broker-dealer.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kurt P

Series 63, Series 65

Ada, MN

LPL Financial

Kurt Philion is a financial advisor with LPL Financial in Ada, MN, holding Series 63 and Series 65 credentials with eight years of industry experience. His prior roles include positions at Great Valley Advisor Group Inc. and Frandsen Bank & Trust. Outside of financial advising, he works as a voice-over artist and serves as an ambassador/promoter for BD&LL Screen Printing. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

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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