Brian Geist, Financial Advisor

FINANCIAL ADVISOR
Brian K Geist

CFP®, CEPA®
115 E Wilson, Seminole, OK 74868opens in a new window
New Client Waitlist
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Gina Cheves
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(405) 382-4061

Fax

(888) 235-2866

Office Address

115 E Wilson
Seminole, OK 74868opens in a new window

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