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Derek Notman

CFP®, ChFC, CLU
Retirement, Investing, Small Business
98%
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91
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21
Articles
371
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“Virtual Financial Advisor specializing in working with Founders, Business Owners, Startups and Their Families. Realizing your Hopes, Dreams, and Goals through the leverage of highly customized financial planning.”
Firm:

Intrepid Wealth Partners, LLC

Job Title:

Founder & CEO

Biography:

➨➨Check out my blog, Love Your Finances, to get great tips & insights on all things financial.

Hello, my friends call me Derek or DJ.  Thank you for taking the time to learn more about me and my firm.  I am the Founder and CEO of Intrepid Wealth Partners, one of four companies I have been involved with and am leading the virtual financial advisor movement.

I am married to my lovely wife Amanda.  We have a 7 year old son (going on 15!) Neary, and an English Setter we recently rescued from Lebanon!  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, Love Your Finances.

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.

All Articles
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Most Helpful
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

All Answers
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Most Helpful
    Small Business, Small Business Financing
What are some of the disadvantages to taking venture capital?
100% of people found this answer helpful

Interesting question,

Some of the potential disadvantages I have heard from my founder/entrepreneur clients are the following:

  • Giving up equity in your company
  • Having the venture firm take a board seat on your company
  • Having to answer to investors who don't fully grasp your business
  • When taking additional rounds of funding your will lose more equity and dilute your current investors
  • Possibly being pushed out of your company at some point.

Although there are certainly potential disadvantages, there are also plenty of advantages.  Do your homework!

Best Regards,

Derek

July 2017
    Investing
How much of my $3,000,000 should be invested and how much should be in secure savings?
100% of people found this answer helpful
October 2018
    Annuities, IRAs
Should my wife keep her annuity from a previous job or convert it to an IRA?
100% of people found this answer helpful
October 2018
    Retirement, Annuities, Asset Allocation, Bonds / Fixed Income, International / Global
Is an index annuity a good idea to include in a retirement portfolio for someone who is retired?
100% of people found this answer helpful
November 2018
    Mutual Funds
What's the difference between a load and no-load mutual fund?
89% of people found this answer helpful
March 2018