Derek Notman

CFP®, ChFC, CLU
Retirement, Investing, Small Business
98%
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87
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17
Articles
297
Followers
“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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Most Helpful
    Life Insurance, Long-Term Care Insurance
How do I determine if long-term care insurance or life insurance is better for my family?
89% of people found this answer helpful

Hello,

Great question!  Life insurance is a tool that leaves a lump sum of money to your family when you pass away.  Long Term Care insurance is used to help pay for long term nursing care.  Both can help your family should something happen to you.  Typically people will purchase life insurance first, and then addingn long term insurance later.  A good way to determine which you should buy first and how much you need is to have the analysis done in a financial plan that is not product driven, thus it is objective and will educate you on your options.

Best Regards,

Derek

July 2017
    Retirement Savings, Asset Allocation
How are my assets allocated in my retirement savings?
87% of people found this answer helpful
July 2016
    401(k), IRAs, Starting Out
Should I open a Roth 401(k) through my company or my own Roth IRA?
87% of people found this answer helpful
July 2016
    Personal Finance, Retirement, Investing, 401(k)
Should I roll over my old 401k to my new one?
87% of people found this answer helpful
July 2016
    Retirement Savings, Taxes
Can I roll over my Thrift Savings Account?
87% of people found this answer helpful
July 2016