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Treiberg Wealth Management, Inc. | Financial Advisor in Tucson ,AZ

3573 E Sunrise Drive, Suite 115
Tucson, AZ 85718
Phone: (520) 329-0054

[Compare Michael with other financial advisors in Tucson, AZ]

About

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.

17 Years of Experience


  • CRD# 2932321
  • Series 6, 7, 24, 31, 63, 66

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Susan, a Retired School Teacher from New York


General Information
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AL,AZ,CA,CO,DE,FL,ID,IL,IN,KY,MN,MO,MT,NC,NJ,NY,OH,TX,VA,WA,WI
Number of Years with Current Firm:   13
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types:   Insurance , Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Commodities , Annuities , Stocks , Bonds , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Number of Advisors in Office:   Up to 10 employees


Compliance
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


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000.00
Compensation Methods:   Hourly , Based on Assets , Commissions , Flat Fee



FAQs

Michael Treiberg CFP

Michael Treiberg CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Office Hours

Mon. 8:00 AM - 4:30 PM
Tue. 8:00 AM - 4:30 PM
Wed. 8:00 AM - 4:30 PM
Thu. 8:00 AM - 4:30 PM
Fri. 8:00 AM - 4:30 PM

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