We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Devin Welch
Senior Financial Advisor, Accredited Investment Fiduciary®
Eric Mattingly
Certified Financial Planner™
Jason Deeds
Client Service Associate
Donna Civitella
Operations Manager
General Information |
| Firm Start Year: | 2001 | |
| No. of Employees: | 5-9 | |
| Name of Broker/Dealer: | LPL Financial |
| States Licensed in: | AZ, CA, CO, DE, FL, ID, IN, KY, MI, MN, MO, NC, NJ, NY, TX, VA, WA, WI |
| Number of Years with Current Firm: | 18 |
| Work with the following types of clients: | Non-Profit Organizations, Businesses, Individual Investors |
Services |
| Investment Types: | Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Life, Annuity, Disability |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000.00 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
FAQs |
Why should I choose you as my financial advisor?CFP® (CERTIFIED FINCIAL PLANNER™), AIF® (Accredited Investment Fiduciary), RICP® (Retirement Income Certified Professional), ChFC (Chartered Financial Consultant). |
How do you charge for your services?Asset based fee of flat fee |
How are you compensated? How will I pay for your services?Asset based fee of flat fee |
Have you ever been charged with any breaches?No |
What services do you provide? What are your specialties?Portfolio management and financial planning. Our specialty is portfolio management near or during the transition to retirement. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 8:00 AM - 4:30 PM |
| Tue. | 8:00 AM - 4:30 PM |
| Wed. | 8:00 AM - 4:30 PM |
| Thu. | 8:00 AM - 4:30 PM |
| Fri. | 8:00 AM - 4:30 PM |
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