Derek Notman CFP®

Founder of Conneqtor & Couplr | Virtual CFP®

Madison, WI

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About

Hey, I'm Derek, a recovering CFP/Financial Advisor turned Fintech Founder & CEO! I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it! A few bits about me: ● Triple Citizen ● Delta Million Miler ● Husband and Father ● Car Enthusiast ● Aspiring Surfer ● Jumped out of a plane, willingly! ● 40 Under 40 Class of 2019 ● Money Nerd I entered the financial services industry in 2006 and experienced a high level of success early on which I attribute to the philosophy of "do what is right for my clients and eventually I will get paid." After 3 years I started my own firm. In 2013 I made the decision to transition my practice to a Virtual model. I did this to best serve my unique clientele time while also ensuring a great life-work balance for me to spend more time pursuing my passions and enjoying more of life's moments with my wife and son. I am also the Founder of Conneqtor, a tech company focused on serving financial advisors on a global scale. Our industry is in the midst of a global mega trend, advisors must evolve or go extinct, Conneqtor is empowering the 21st century Financial Advisor. I love fintech, digital marketing, wealthtech, and the financial advising world, hit me up if you think I can help you!

Ask me about
Altruist
fintech
technology
digital marketing
wealth management
financial advisor
eMoney
Riskalyze
Asset-Map
wealthtech
advisor websites
copytalk
Website Design Companies
Work experience

Nov 2019 - Present

Conneqtor

Founder

We empower financial advisors to thrive by showing you how to: ● Get More Clients ● Lower Your Expenses ● Do It From Anywhere Conneqtor - The Virtual Advisor System is THE cutting-edge client acquisition (lead generation), digital marketing, and practice management Business-In-A-Box system empowering financial advisors to dominate in a digital world by showing them how to grow, run, and market their business.

Feb 2019 - Present

Tribe of Luxury

Creator

Luxury: "a material object, service, etc., conducive to sumptuous living, usually a delicacy, elegance, or refinement of living rather than a necessity." Luxury is represented in a variety of physical aspects of our lives but it doesn't start there. Physical luxury is a byproduct of being in a luxury state of mind. Envisioning a life of luxury, wealth, travel, happiness, and fulfillment drives us to action. Action to manifest the physical aspects, pleasures, and benefits of a luxury state of mind. Enjoying our wealth is a right. How we choose to enjoy it is personal and unique to us. The Tribe of Luxury is a place to learn from other self-minted millionaires on how to get the most out of our Luxury. In other words; how to Live Your Best Life Today & Tomorrow.

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Nov 2010 - Present

Eagle Strategies LLC

CFP® & Financial Adviser

Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions. My California Insurance license number is 0K35010.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional 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. 608-827-2104. Neither Intrepid Wealth Partners, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Intrepid Wealth Partners, LLC is not owned or operated by New York Life Insurance Company or its affiliates. (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Mar 2006 - Present

Intrepid Wealth Partners, LLC

Certified Financial Planner (CFP)® Practitioner & Founder

Virtual CFP® for Self-Minted Millionaires who are CEO's, Founders, Business Owners and C-Suite Executives. Comprehensive Financial, investment, and insurance planning. As a Virtual CFP® practitioner I specialize helping my clients enjoy life today while still planning for tomorrow using my robust virtual financial planning process.

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Mar 2006 - Present

New York Life Insurance Company

Agent

Feb 2006 - Sep 2015

NMA Financial

CFP®, Financial Adviser & Co Founder

Notman, Muehl Associates (NMA Financial), Wealth Strategies

Mar 2002 - Jun 2005

Northwood Childrens Services

Senior Counselor

Maintained a safe and structured environment for at-risk teenage boys while teaching them life skills in a 24/7 residential setting. My time working as a senior counselor helped lay the foundation for me to be a CFP® & financial advisor as it taught me how to listen and work with people in a variety of situations.

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