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Michael Lee Treiberg

Treiberg Wealth Management

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About Michael Lee Treiberg

Michael Treiberg is a financial advisor with over 25 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®. Michael is currently registered with Treiberg Wealth Management in Tucson, Arizona and provides investment advisory services through the firm. Michael has held previous registrations with Lutheran Brotherhood Securities Corp., and is currently licensed in 24 states. Michael has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Michael Treiberg 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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Michael Treiberg’s Registration & Firm History

AZ

08/29/2016 - Present

Treiberg Wealth Management (TUCSON AZ)

MN

08/20/1997 - 10/12/2001

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 11/27/2001

Series 7 - General Securities Representative Examination

BC

Issued 08/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Lee Treiberg.
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