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Michael Treiberg CFP®

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive, Suite 115

Tucson, AZ 85718
(520) 2320505

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 and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

General Information

Firm Start Year

2001

No.of Employees

5-9

CRD#

2932321

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

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At my office, Via phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 66, Series 6, Series 7, Series 24, Series 31, Series 63

Insurance and Annuity Licenses

Long Term Care, Disability, Life, Annuity

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

I am a Fee-Based financial professional

Minimum Portfolio Size for New Managed Accounts

$250,000.00

Compensation Methods

Based on Assets