Michael Lee Treiberg
AIF®, CFP®, ChFC®, CLU®Professional Summary
Michael Lee Treiberg, AIF®, CFP®, ChFC®, CLU® is a registered financial advisor currently at TREIBERG WEALTH MANAGEMENT located in Tucson, Arizona and LPL FINANCIAL LLC located in Tucson, Arizona. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Michael has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Income Management
- Social Security Planning
- Divorce Planning
- Insurance Planning
- Socially Responsible Investing
- Estate Planning
- Comprehensive Financial Planning
- Tax Planning
- Long-term Care
- Inheritance
- Retirement Planning
- Small Business Planning
- Business Succession Planning
- Elder Care
- Investment Planning
- Education Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
TREIBERG WEALTH MANAGEMENT | TREIBERG WEALTH MANAGEMENT, INC.
Contact Information
Main Address
3573 East Sunrise Drive Suite 115, Tucson, AZ 85718Phone Number
(520) 232-0505# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
706AUM (Assets Under Management)
$325,106,572Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
TREIBERG WEALTH MANAGEMENT | TREIBERG WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(6/18/2024)
(10/11/2001)
(8/25/2016)
(10/11/2001)
(2/13/2004)
(3/26/2009)
(11/29/2004)
(4/12/2021)
(2/12/2021)
(6/11/2009)
(1/3/2007)
(7/20/2005)
(6/15/2007)
(7/22/2009)
(1/4/2008)
(10/29/2020)
(4/21/2022)
(12/17/2025)
(12/14/2021)
(6/16/2003)
(8/29/2016)
(8/4/2014)
(6/29/2007)
(1/20/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1997About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Lee Treiberg's CRS (Customer Relationship Summary).
Services Offered by Michael
- Retirement Income Management
- Social Security Planning
- Divorce Planning
- Insurance Planning
- Socially Responsible Investing
- Estate Planning
- Comprehensive Financial Planning
- Tax Planning
- Long-term Care
- Inheritance
- Retirement Planning
- Small Business Planning
- Business Succession Planning
- Elder Care
- Investment Planning
- Education Planning
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