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CFP? | Madison, Wisconsin | Entrepreneurs, Business Owners, Startups and HNW Successful Families Skip to main content Tel: 1-855-IWP-TREP (1-855-497-8737) Sign Up for Automatic Blog Updates Start the Conversation Home Helping You Services Offered Sudden Wealth Planning Asset Allocation Charitable Giving Resources eMoney Adviser Virtual CFP? Video Library Blog About Our Focus Our Process Our Team Our Philosophy Our Logo The Traveling 'Trep Contact Us Phone Numbers Client Login Wealth Creation Demands an Innovative Partner come flourish with us Your Money: Get Started Helping Entrepreneurs, Founders & Business Owners from startup to exit Your Money: Get Started Helping Successful Families prepare for the next stage You Money: Get Started Previous Next Entrepreneurs, Business Owners & Startups Successful Families How to Achieve Financial Freedom Intrepid Insights Blog Home | Intrepid Wealth Partners Share on Facebook Facebook Like Tweet Widget Linkedin Share Button Realizing your Hopes, Dreams & Goals CERTIFIED FINANCIAL PLANNER? Trusted CFP? For Entrepreneurs, Founders, Business Owners, Startups and High Net Worth Successful Families. Helping you make strong financial decisions through the leverage of financial education and planning. Learn more... CFP? Madison, Wisconsin. Trusted CFP? For Entrepreneurs, Founders, Business Owners, Startup Companies, and High Net Worth Successful Families. Realizing your Hopes, Dreams & Goals through the leverage of Financial Education. *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, Bennie Currie, and Logan Meinerz are 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, Bennie Currie, and Logan Meinerz are agents collectively 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. Headquarters Address 999 Fourier Dr, Ste 300 Madison, Wisconsin 53717 United States Tel: 1-855-IWP-TREP (1-855-497-8737) email@example.com ? 2017 Intrepid Wealth Partners, LLC. All rights reserved.