3573 E Sunrise Drive
Suite 115
Tucson, AZ 85718
520-232-0505
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.
See Disclosures
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
22
Number of Years with Current Firm
18
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Investment Types
Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Our Office, Email
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
Certifications, Accreditations & Designations
CFP®, ChFC®
Securities Licenses
Series 7, Series 6, Series 24, Series 66, Series 63, Series 31
Insurance and Annuity Licenses
Long Term Care, Life, Annuity, Disability
Financial Organization Memberships
Financial Planning Association (FPA)
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000.00
Compensation Methods
Based on Assets, Hourly, Flat Fee
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures