Derek Notman

CFP®, ChFC, CLU
Retirement, Investing, 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:

➨➨ 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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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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    Debt, IRAs, Real Estate
Should I use IRA money to pay off my mortgage to save on interest?
88% of people found this answer helpful

Hello,

There are so many factors to consider in order to see what would be the best course of action for you. I would encourage you to connect with a CFP professional and tax professional to see what would make the most sense given your financial situation. Taking the money out of your IRA may not be the best choice...

Best Regards,

Derek Notman

July 2016
    Retirement Savings, IRAs, Retirement Plans
Is there something I need to be doing so that my ROTH IRA starts making a profit?
88% of people found this answer helpful
July 2016
    401(k), Retirement Plans
What should I do with the 401k from my last job?
88% of people found this answer helpful
July 2016
    Career / Compensation, Choosing an Advisor
Does the sponsor for my series 6 exam have to be the company that I work for?
88% of people found this answer helpful
July 2016
    Marriage / Divorce, Financial Planning, Taxes
Will she be liable for the IRS penalty if she withdraws from it?
88% of people found this answer helpful
July 2016