Derek Notman

CFP®, ChFC, CLU
Retirement, Investing, Small Business
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86
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17
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 financial education.”
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 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 and don't forget to check out my blog, Smart & Simple 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.

Videos
  • Intrepid Insights: Matt Howard, CEO & Co-Founder of EatStreet
All Articles
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Most Helpful
September 2016
    Charity, Financial Planning, Personal Finance
June 2017
    Small Business, Personal Finance, Small Business Financing
August 2016
    Choosing an Advisor, Financial Planning, Investing
July 2017
    Investing, Real Estate, Personal Finance
January 2017
    Retirement Plans, Retirement Savings, Social Security

All Answers
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    Choosing an Advisor, Mutual Funds
Do financial advisors get paid by mutual funds?
88% of people found this answer helpful

Hello,

In a nutshell, yes they do!  They are paid typically by two factors. 1) They are paid a portion of the sales charge (load) you paid when you invested.  For example, if you invested $100,000 into a loaded mutual fund with an upfront sales charge of 3% ($3,000), the adviser selling it to you would typically get a portion of this. 2) In addition to this they are paid a trail, which is a portion of the operating expenses the fund has each year, commonly referred to as Expense Ratio or 12b1 fees.

If you are investing in a mutual fund make sure to ask what the expenses are and how much of them are going to the advisor.

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

Thank you,

Derek Notman

July 2016
    Financial Planning, Retirement, 401(k), IRAs
Are contribution limits the same for 401k plans as they are for personal IRAs?
88% of people found this answer helpful
July 2016
    Financial Planning, Investing, IRAs, Retirement Plans
How do I make the most out of the maximum $18,000 elective deferral limit, while limiting tax burden?
88% of people found this answer helpful
July 2016
    Investing, IRAs
What should I do with an IRA that is currently in cash?
88% of people found this answer helpful
July 2016
    Life Insurance
Do I need to maintain a term life policy?
88% of people found this answer helpful
July 2016