Derek Notman

CFP®, ChFC, CLU
Personal Finance, Retirement, Small Business
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“Trusted CFP® For Entrepreneurs from startup through exit. Specializing in working with Founders, Business Owners, Startups and Their Families. Realizing your Hopes, Dreams, and Goals through the leverage of financial education.”
Firm:

Intrepid Wealth Partners, LLC

Job Title:

Founder & CEO

Biography:

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Hello, my friends call me Derek or DJ.  Thank you for taking the time to learn more about our team and what we do.  I am the Founder and CEO of Intrepid Wealth Partners, one of four companies I have been involved with.

I am married to my lovely wife Amanda.  We have a 6 year old son (going on 15!) Neary, and an old rescue dog, Murphy, who is a mix between a German Sheppard, Husky, and something else!  We love to travel, meet new people, and try new and different types of food.

I am an American and Irish dual national, having been born in Dublin, Ireland.  My son also enjoys the benefits of dual citizenship, however my wife was born and raised in Minnesota.   Our travels throughout the world have taught us that most people are genuinely good and want what is best for themselves, their families, and others.  We have had the privilege of meeting some great people along the way, who have helped expand our horizons, both professionally and personally.

As a Certified Financial Planner® Professional, I specialize working with Entrepreneurs, Founders, Business Owners, Startup Companies and their Families to realize their hopes, dreams & goals through the leverage of financial education and our financial planning process.

Please think of me and my team as your resource.  Feel free to contact us with any questions you may have.

Cheers,

Derek

Education:

BA, Anthropology & Archaeology, University of Minnesota

Assets Under Management:

$50 million

Fee Structure:

Fee based, Financial Planning Fee, Commission

CRD Number:

5105881

Disclaimer:

*Derek Notman is registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of WI, MN, OH, IA, MA, NY, NJ, NH, VT. As such, these services are strictly intended for individuals residing in WI, MN, OH, IA, MA, NY, NJ, NH, VT. **Derek Notman is also a Registered Representatives of and offers securities products & services collectively through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of WI, MN OH, IA, IL, MA, NY, NJ, NH, VT. No offers may be made or accepted from any resident outside the specific states referenced. Derek Notman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of WI, MN, FL, IL, IN, MO, NV, OH, NY, NJ, MA, NH, VT, CA ( Derek's - CA Insurance Lic. 0K35010). No insurance business may be conducted outside the specific states referenced. Intrepid Wealth Partners, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.  Neither Eagle Strategies, LLC, its affiliates nor Intrepid Wealth Partners or its employees provide tax, legal, or accounting advice.  Please consult your own tax, legal, or accounting professional regarding your particular situation.

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June 2017
    Financial Planning, Investing
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    Personal Finance, Small Business
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    Small Business, Starting Out
March 2017
    Personal Finance, Small Business
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    Small Business, Personal Finance, Small Business Financing

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    Retirement Savings, 401(k), IRAs
How would rolling over my 401(k) to a Traditional IRA affect my contribution limit for 2017?
100% of people found this answer helpful

Hello,

Great question. Rolling over a retirement account does not count towards your contributions for the year, thus you could still contribute. Make sure to follow the IRS rules for rollovers, you can learn more here in this article outlining all your options by the IRS.

Best Regards,

Derek

April 2017
    Personal Finance
Should I take my lottery winnings in a lump sum or annually?
100% of people found this answer helpful
last month
    Financial Planning, Asset Allocation
Should I use Lifecycle funds or pick my own investments inside my company's retirement plan?
100% of people found this answer helpful
January 2017
    Financial Planning, Choosing an Advisor
What does comprehensive financial planning entail?
100% of people found this answer helpful
April 2017
    Taxes, Insurance
How are life insurance proceeds taxed?
93% of people found this answer helpful
January 2017