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Michael Lee Treiberg

Investment Adviser Representative at Treiberg Wealth Management

Tucson, AZCRD #2932321Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Lee Treiberg is an investment adviser representative with Treiberg Wealth Management in Tucson, AZ, where they have been registered since 2016. They have worked in the securities industry since 1997 and were previously registered with LPL Financial LLC. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Arizona and Texas.

Office

3573 East Sunrise Drive, Suite 115
Tucson, AZ 85718

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Texas
Broker:
22 states and territories

Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Indiana, Kentucky, Minnesota, Missouri, New York, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/3/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 8/25/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 10/29/2009
Series 7
General Securities Representative Examination
Passed 11/27/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/18/1997
Series 24
General Securities Principal Examination
Passed 1/28/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Treiberg Wealth ManagementCurrent
8/25/2016 – Tucson, AZ
LPL Financial LLC
4/9/2015 – 12/23/2016Tucson, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER)
    Oct 2001 – no end date reportedTucson, AZ
  2. Treiberg Wealth Management
    Aug 2016 – no end date reportedTucson, AZ
  3. LPL Financial, LLC
    Oct 2001 – Dec 2016Tucson, AZ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Treiberg Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Tucson, AZ
SEC file number:
801-116731

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 27, 2026

View full firm profile

Other advisors at Treiberg Wealth Management

2 other advisors in the directory

View Treiberg Wealth Management firm profile

Similar advisors in Tucson, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Lee Treiberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Lee Treiberg (Treiberg Wealth Management)