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Derek N.h. Notman

INTREPID WEALTH PARTNERS, LLC·MADISON, Wisconsin
Unclaimed Profile
6666 ODANA ROAD, MADISON, WI 53719CRD# 5105881Firm CRD# 317153
01

About

Derek N.h. Notman is a registered financial advisor based in MADISON, Wisconsin, affiliated with INTREPID WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INTREPID WEALTH PARTNERS, LLC
INTREPID WEALTH PARTNERS, LLC
AUM
$42M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at INTREPID WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5105881
Firm CRD# 317153
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek N.h. Notman offer?
Derek N.h. Notman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Derek N.h. Notman's credentials?
Derek N.h. Notman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek N.h. Notman located?
Derek N.h. Notman is based in MADISON, Wisconsin, working with INTREPID WEALTH PARTNERS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Derek N.h. Notman charge for services?
Derek N.h. Notman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTREPID WEALTH PARTNERS, LLC?
INTREPID WEALTH PARTNERS, LLC has approximately 2 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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