Derek Notman

CFP®, ChFC, CLU
Retirement, Investing, Small Business
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91
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Articles
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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 highly customized financial planning.”
Firm:

Intrepid Wealth Partners, LLC

Job Title:

Founder & CEO

Biography:

➨➨ Check out my entrepreneur video series, Intrepid Insights, to learn from some amazing founders I have worked with!

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 7 year old son (going on 15!) Neary, and recently lost our old rescue dog, Murphy, who was a mix between a German Sheppard, Husky, and something else, we really miss him!  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 and don't forget to check out my blog, Founders Finance, to help you manage your money like you own it.

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.

All Articles
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Most Helpful
August 2016
    Choosing an Advisor, Financial Planning, Investing
September 2016
    Charity, Financial Planning, Personal Finance
July 2017
    Investing, Real Estate, Personal Finance
October 2016
    Financial Planning
July 2016
    401(k), Lifestage Based Planning, Retirement, Retirement Plans

All Answers
Sort By:
Most Helpful
    Annuities, IRAs
Should my wife keep her annuity from a previous job or convert it to an IRA?
100% of people found this answer helpful

Hello,

Good question.  It will depend.  Her former company may require her to take a lump sum or monthly payments from the annuity.  They also may allow the lump sum to be rolled over to an IRA.  Rolling to an IRA avoids any current taxes and allows your wife to withdraw funds at her discretion.

Keeping it in the annuity versus rolling it over to an IRA will be determined by what the former company's rules are and if she can keep it where it is what the benefits of leaving it there will be.

I would suggest you get more details from her former company before deciding what to do.

Thank you,

Derek

October 2018
    Investing
How much of my $3,000,000 should be invested and how much should be in secure savings?
100% of people found this answer helpful
October 2018
    Mutual Funds
What's the difference between a load and no-load mutual fund?
86% of people found this answer helpful
March 2018
    Financial Planning, Retirement
How can we secure a healthy financial income in our retirement?
85% of people found this answer helpful
July 2016
    Retirement Savings, Taxes
Can I roll over my Thrift Savings Account?
85% of people found this answer helpful
July 2016