Intrepid Wealth Partners, LLC
Financial Services
Madison, Wisconsin, United States
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Intrepid Wealth Partners, LLC Overview
- Headquarters
- Madison, Wisconsin, United States
- Website
- www.intrepidwealthpartners.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2014
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Intrepid Wealth Partners, LLC
Virtual Financial Advisor for Intrepid World Travelers. Intrepid Wealth Partners is a fully Independent Registered Investment Advisor. We focus on helping you realize your hopes, dreams, and goals through tailored solutions for your specific needs by blending expert human advice with robust technology to save you time and money through our Virtual CFP© model, empowering you to enjoy life today while still planning for tomorrow. We specialize in working with Intrepid World Travelers, people that love America and all that it means to be a Free American. Our firm is one of the original Virtual Financial Advisors and has been working virtually since 2013 with clients coast to coast. As a Certified Financial Planner© (CFP©) Derek acts as a fiduciary for his clients, legally putting their interests ahead of his or his firms, through objective and expert advice. Check out our website to learn more about what we do, our prices, and to download our Virtual Wealth Management eBook. Financial Adviser offering investment advisory services through Intrepid Wealth Partners, LLC, an SEC Registered Investment Advisor.
Intrepid Wealth Partners, LLC Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
- Phone contacts
- 1
- 50.0% coverage
Intrepid Wealth Partners, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Neary Notman | Digital Media Specialist at Intrepid Wealth Partners, Llc |
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| Derek N.h. Notman, Cfp® | Founder & CEO at Couplr AI - Revolutionizing Lead Conversions with AI to Align Clients and Advisors - Rebl Dad - Speaker - Co-host Rethink Fa Podcast | Greater Orlando, United States |
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Phone
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