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Advisors / Colorado / Denver
23yrs

Derek Eichenwald

Financial advisor at Triumph Capital Management

Based in Denver, Colorado, Derek Eichenwald is a fiduciary financial advisor with 23 years of industry experience. Derek has been with Triumph Capital Management since 2016; before that, Derek spent four years at Summit Financial Group and four years at Cetera Investment Advisers. Triumph Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.

Denver, CO 80202Top 24% by experience in DenverFiduciary advisor
Call the officeDirections

At a glance

Experience23 years (since 2003)
How that compares ?Top 24% by experience in Denver
Office1610 Wynkoop Street, Suite 550, Denver, CO 80202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$281,365
Advisors at the firm14
States licensed ?1 state

Services through Triumph Capital Management

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2016 – now
  2. 2015 – 2020
    Summit Financial Group Inc.Previously
  3. 2015 – 2020
  4. 2009 – 2015
    J P Turner & Company Capital Management, LLCPreviously
  5. Jan 2009 – Jul 2009
  6. Aug 2008 – Jan 2009
    Raymond James Financial Services, Inc.Previously
  7. 2003 – 2008

Questions to ask Derek

Tailored to Derek’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Derek

How do I contact Derek?

Call Triumph Capital Management at 720-399-5555 and ask for Derek Eichenwald. Derek works from the Denver, CO office.

How long has Derek been a financial advisor?

Derek has been in the industry since 2003, about 23 years. Top 24% by experience in Denver.

What licenses does Derek hold?

Series 66. Tap any license on this page to see what it allows.

Is Derek a fiduciary?

Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Derek paid?

Triumph Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Derek for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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