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Treva Marie Nostdahl

Investment adviser representative at Retirable
10 yearsExperience
1 stateRegistered in
$301MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. RetirableJun 2024 to now
  2. RetireableMay 2024 to now
  3. Oppenheimer & Co. IncNov 2020 to May 2024
  4. Cb2Aug 2019 to Nov 2020
  5. Vail ResortsAug 2017 to Aug 2019
  6. Student At Regis UniversityAug 2016 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NY).

Retirable

Legal name: Retirable Inc.

$301MAssets managed
2,210Clients
10Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7318526
Firm CRD
307472
Advisor's SEC record (opens in a new tab)
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