Derek Notman

Retirement, Investing, Small Business
“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.”

Intrepid Wealth Partners, LLC

Job Title:

Founder & CEO


➨➨ 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.




BA, Anthropology & Archaeology, University of Minnesota

Assets Under Management:

$50 million

Fee Structure:

Fee based, Financial Planning Fee, Commission

CRD Number:



*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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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

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    Marriage / Divorce, Financial Planning, Taxes
Will she be liable for the IRS penalty if she withdraws from it?
86% of people found this answer helpful


Thank you for your question. Although the QDRO is typically a tax free rollover to an IRA for your sister, unless she is over the age of 59 1/2, she most likely would still be subject to the IRS 10% penalty for the type of distribution you mention.

I would encourage your sister to consult with a tax professional to make certain what her options are and the implications of each.

Best Regards,

Derek Notman

July 2016
    401(k), IRAs, Taxes
Is there a vehicle I can put my lump sum into that won't get hit with taxes?
86% of people found this answer helpful
August 2016
    Financial Planning, Retirement
What should I do with my profit sharing plan check?
86% of people found this answer helpful
August 2016
    Personal Finance, 401(k), IRAs
What is the appropriate time to withdraw from my IRA and 401(k)?
86% of people found this answer helpful
August 2016
    Annuities, Insurance
How can I take the distributions from an inherited annuity from my mother?
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September 2016