Michael, Treiberg
Treiberg Wealth Management, Inc.
3573 E Sunrise DriveSuite 115
Tucson, AZ 85718
5202320505
About Treiberg Wealth Management, Inc.
We strive to help clients create, grow, protect and distribute wealth in the most efficient
manner possible, based on our clients specific needs and goals. We offer customized solutions
with the greatest attention to detail. We are committed to putting quality service and objective
advice first. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice
offered through Treiberg Wealth Management, a registered investment advisor and separate entity
from LPL Financial.
See Disclosures
General Information
Firm Start Year
2001
No. of Employees
5-9
CRD#
2932321
Firm CRD#
6413
Name of Broker/Dealer
LPL Financial
States Licensed in
AZ, CA, CO, DE, FL, ID, IN, KY, MI, MN, MO, NC, NJ, NY, TX, VA, WA, WI
Years of Experience in Financial Services
22
Number of Years with Current Firm
18
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®
Securities Licenses
Series 7, Series 6, Series 24, Series 66, Series 63, Series 31
Insurance and Annuity Licenses
Long Term Care, Life, Annuity, Disability
Financial Organization Memberships
Financial Planning Association (FPA)
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000.00
Compensation Methods
Based on Assets, Hourly, Flat Fee
Disclosures
FinancialPlanners.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures