Michael Treiberg

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive, Suite 115

Tucson, AZ 85718

520-232-0505

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.

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

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

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

Can meet clients in the following ways

Via Email, Via Phone, Our Office

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^®, Chartered Financial Consultant (ChFC®)

Securities Licenses

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

Insurance and Annuity Licenses

Disability, Annuity, Life, Long Term Care

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

Flat Fee

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