Morgan Stanley
47yrs
Top advisor by experience in Lincoln
22yrs
Mark B Geist
Financial advisor at UBS Financial Services
Mark B Geist is a fiduciary financial advisor in Lincoln, Nebraska, with 22 years in the industry. Mark joined UBS Financial Services in 2008, after two years at Morgan Stanley & and two years at Morgan Stanley DW. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 550 advisors with offices in Lincoln, and one of 523 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 67% of advisors in Nebraska
Office8415 Maddox Drive Suite 101, Lincoln, NE 68520
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2008 – nowUBS Financial Services Inc.Current firm
- Apr 2007 – Dec 2008Morgan Stanley & Co. LLCPreviously
- 2005 – 2007Morgan Stanley DW Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call UBS Financial Services at 201-352-3000 and ask for Mark B Geist. Mark works from the Lincoln, NE office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2005, about 22 years. More experience than 67% of advisors in Nebraska.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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