Derek  Notman,  CFP<sup>&reg;</sup> - Financial Advisor

Derek Notman, CFP®

Founder

Intrepid Wealth Partners

6666 Odana Drive, # 312
Madison, WI 53719
(855) 497-8737 CONNECT WITH Derek
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General

Derek Notman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intrepid Wealth Partners in Madison, WI and the surrounding communities.

Financial Advisor Experience

Please see my LinkedIn bio for a deep dive on who I am and what I do: https://www.linkedin.com/in/dereknotman/

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources