Derek Notman

CFP®, ChFC, CLU
Retirement, Small Business, Lifestage Based Planning
97%
Helpful
75
Answers
12
Articles
245
Followers
“Trusted CFP® For Entrepreneurs, Founders, Business Owners, Startups and Their Families. Helping you from startup through exit. Realizing your Hopes, Dreams, and Goals through the leverage of financial education. ”
Firm:

Intrepid Wealth Partners, LLC

Job Title:

Founder & CEO

Biography:

➨➨ Download your Free Guide on how to Navigate Market Volatility!

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 5 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 High Net Worth Successful 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.

Videos
  • Intrepid Wealth Partners HD
All Articles
Sort By:
Most Helpful
4 days ago
    Personal Finance, Small Business
March 2017
    Personal Finance, Small Business
1 week ago
    Financial Planning, Investing
September 2016
    Charity, Financial Planning, Personal Finance
August 2016
    Choosing an Advisor, Financial Planning, Investing

All Answers
Sort By:
Most Helpful
    Marriage / Divorce, IRAs
What should I do with my portion of my ex-husband's IRA?
100% of people found this answer helpful

Hello,

Thank you for your question, I am sorry for your recent divorce.

Before committing to investing your ex-husband's IRA, I would encourage you to meeting with a CFP professional to talk about your goals and how best to reach them. You certainly don't have to invest in an annuity and you also don't have to take all the money out at once. For starters, you could consider rolling the money to an IRA at a bank, perhaps using a savings account as the underlying investment, which will give you time and peace of mind to figure out what is best for you.

Please consider me a resource should you have any additional questions.

Best Regards,

Derek Notman

January 2017
    Asset Allocation
Should I be comfortable with Edward Jones's new Guided Solution program?
100% of people found this answer helpful
January 2017
    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
    Debt, Retirement, 401(k)
Should I rid my debt prior to retirement?
100% of people found this answer helpful
January 2017
    Investing, IRAs, Lifestage Based Planning
Which retirement account should we set up for our children?
100% of people found this answer helpful
January 2017