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Devin Scott Welch

Treiberg Wealth Management

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About Devin Scott Welch

Devin Welch is a financial advisor with over 20 years of experience in the industry. Devin currently works for Treiberg Wealth Management and is registered with the state of Arizona as a Registered Investment Advisor. Devin specializes in financial planning and portfolio management for individuals and high-net-worth clients. Devin is also a Certified Financial Planner and has a strong track record of success in helping clients reach their financial goals. Prior to joining Treiberg Wealth Management, Devin worked for H.D. Vest Investment Services and Davis Distributors, LLC. Devin holds Series 6, 7, and 66 licenses.

Firm Information

Devin Welch is currently registered with Treiberg Wealth Management. Treiberg Wealth Management is a Tucson, AZ-based firm that provides financial planning and portfolio management services to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. They are registered with the SEC and have approximately $225,796,680 in assets under management. They offer a wrap fee program and have 3 licensed agents, investment adviser representatives, and registered representatives.
Treiberg Wealth Management

3573 EAST SUNRISE DRIVE

TUCSON, AZ 85718

$225.80M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Devin Welch’s Registration & Firm History

AZ

04/04/2017 - Present

Treiberg Wealth Management (TUCSON AZ)

AZ

07/30/2003 - 12/23/2009

H.D. VEST INVESTMENT SERVICES (TUCSON AZ)

AZ

12/09/1999 - 06/30/2003

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 04/04/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devin Scott Welch.
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