at 999 Fourier Dr, Suite 300, Madison, 53717 United States
Financial & Investment Planning for Entrepreneurs. Realizing your Hopes, Dreams & Goals through the leverage of Financial Planning.
Financial Planning for Entrepreneurs. Our objective is simple; to help our clients realize their hopes, dreams & goals through the leverage of financial planning. With information at our fingertips, people simply don't have to settle for not getting the right advice. Your financial advisor should be 100% focused on you & your priorities. As a Certified Financial Planner® I have the fiduciary responsibility to always place my clients' interests ahead of my own. We deliver sophisticated portfolio management, insurance solutions, personal relationships, and holistic financial planning. Derek is known as the trusted CFP® For Entrepreneurs, Founders, Business Owners, Startups and Their Families. Helping them from startup through exit. Derek Notman Founder & CEO 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, IL, OH, IA, MA, NY, NJ, NH, VT. As such, these services are strictly intended for individuals residing in WI, MN, IL, OH, IA, MA, NY, NJ, NH, VT. Derek Notman is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. 999 Fourier DRive, STE 300, Madison, WI 53717, 608-831-4416. In this regard, this communication is strictly intended for individuals residing in the states of WI, MN, IL, OH, IA, 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, OH, NY, NJ, MA, NH, VT, and CA (#0K35010). No insurance business may be conducted outside the specific states referenced. Neither Intrepid Wealth Partners LLC, New York Life Insurance Company nor any of its agents provides tax or legal advice. Intrepid Wealth Partners LLC is not owned or operated by New York Life Insurance Company or any of its affiliates.
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