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Michael Lee Treiberg

Treiberg Wealth Management

Tucson, AZ

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Current Employers
Treiberg Wealth Management

3573 East Sunrise Drive Suite 115, Tucson, AZ 85718 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-08-29
AZ RA APPROVED 2016-08-25
  • TX RA
    APPROVED
    Since 2016-08-29
  • AZ RA
    APPROVED
    Since 2016-08-25

Branch Locations

3573 East Sunrise Drive Suite 115, Tucson, AZ 85718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc (Formerly: Linsco/Private Ledger) Tucson AZ 10/2001 Present
Treiberg Wealth Management Tucson AZ 08/2016 Present
Lpl Financial, Llc Tucson AZ 10/2001 12/2016
  • 10/2001 → Present
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger)
    Tucson, AZ
  • 08/2016 → Present
    Tucson, AZ
  • 10/2001 → 12/2016
    Lpl Financial, Llc
    Tucson, AZ
Other Businesses

1. 9/24/2002 - DBA ONLY - TREIBERG FINANCIAL MANAGEMENT, INC. - COMMISSION DEPOSIT PURPOSES ONLY (NOT TO BE USED FOR PUBLIC MARKETING PURPOSES) 2. 1/14/2003 - NOTARY - Not Investment Related - At Reported Business Location(s) 3. 7/12/2007 - NON-VARIABLE INSURANCE DBA - TREIBERG WEALTH MANAGEMENT - INSURANCE OR FIXED ANNUITY - TIME SPENT 5% 4. 1/19/2011 - NON-VARIABLE INSURANCE DBA - TREIBERG WEALTH MANAGEMENT - TRUST SERVICES - TIME SPENT 2%. 5. 1/10/2017 - Treiberg Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/15/2016 - 80 Hours Per Month/5 Hours Per Month - I provide investment advisory services through Treiberg Wealth Management, an independent investment advisor firm. I started this business activity in 9/15,2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 1/1/2017 - Treiberg Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/15/2016 - 80 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through Treiberg Wealth Management, an independent investment advisor firm. I started this business activity in 9/15, 2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 08/05/2024 - Foothills Barre Studio - Other - Fitness Studio - Not Investment Related - Arizona - Start Date 08/01/2024 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-03
S63 Uniform Securities Agent State Law Examination 1997-08-25
  • S66 Uniform Combined State Law Examination
    2002-06-03
  • S63 Uniform Securities Agent State Law Examination
    1997-08-25
Designations

View on SEC IAPD

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