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

3573 E Sunrise Drive, Suite 115
Tucson, AZ 85718
Phone: (520) 232-0505

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.

19 Years of Experience



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 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:   Flat Fee , Hourly , Based on Assets



FAQs

Michael Treiberg CFP

Michael Treiberg CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®, CLU�

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