Michael Treiberg CFP®
Treiberg Wealth Management, Inc.

Tel: (520) 232-0505
3573 E Sunrise Drive, Suite 115
Tucson, AZ 85718
Treiberg Wealth Management, Inc. | Financial Advisor in Tucson ,AZ

About Treiberg Wealth Management, Inc.

    19 Years of Experience


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

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
Number of Years with Current Firm:   15
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


Qualifications & Memberships

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


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


Compensation and Fees

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


Michael Treiberg CFP®

Michael Treiberg CFP®

ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant, AIF

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:30 PM