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, Investing
What should I do with the $10,000,000 I just acquired after selling my company?
0% of people found this answer helpful

Hello and Congratulations!

What you "do" with the money will be determined by a variety of factors, specific to your situation.  The process I take my entrepreneur clients through is to first do a thorough analysis of their financial situation using a comprehensive financial planning process.  In doing so I am able to provide my clients with customized solutions to help them realize their hopes, dreams & goals.  By focusing on process and not product one is able to get sound advice without having to worry about what an advisor might be trying to sell you.

I would encourage you to interview a couple different financial advisors.  Find someone you like, get along with, and feel is trustworthy.  Then vet them with a variety of sources including the FINRA BrokerCheck.

If you would like to have an introductory conversation I would be happy to answer any questions you have to try and point you in the right direction.

All the best,

Derek Notman

Yesterday
    Choosing an Advisor
How do retirees find a financial advisor or CFP that they can trust?
last month
    Financial Planning, Small Business Financing
How can I draw up a financial plan for my business?
82% of people found this answer helpful
July 2017
    Personal Finance, Asset Allocation
How do I determine if I am being fairly charged by my financial advisor?
July 2017
    Personal Finance
Should I take my lottery winnings in a lump sum or annually?
86% of people found this answer helpful
July 2017