Shea Ahren Winkeller
Investment adviser representative at Triumph Capital Management
5 yearsExperience
1 stateRegistered in
$645.6MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Triumph Capital ManagementFeb 2016 to now
- Cetera Advisor Networks LLCSep 2019 to Feb 2020
- Cetera Investment Advisers LLCOct 2015 to Feb 2020
- Summit Financial Group IncOct 2015 to Feb 2020
- Summit Brokerage Services IncAug 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Triumph Capital Management
$645.6MAssets managed
2,239Clients
14Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5111360
- Firm CRD
- 282814