Derek Engen
Investment adviser representative at Citizens Private Wealth
12 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$16.6BFirm assets
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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
Experience
12 years in the industry.
- Citizens Private WealthApr 2024 to now
- Citizens BankApr 2024 to now
- Citizens Securities, Inc.Apr 2024 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Apr 2024
- J.P. Morgan Securities LLCSep 2023 to Apr 2024
- First Republic Investment Management, IncDec 2018 to Sep 2023
- First Republic Securities Company, LLCDec 2018 to Sep 2023
- Seiler LLPJul 2014 to Dec 2018
Designations
- CFP® certification
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 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
- 7466502
- Firm CRD
- 106743