TrueAdvisor
TrueAdvisor
SG
CFP
SG
CFP

Scott Geisbert

LPL Financial LLC
22 Years of Experience
Frederick, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Scott Geisbert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Frederick, MD, with 22 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

149 W. Patrick St, Frederick, MD, 21701

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Scott operates Wise Retirement Solutions as a DBA for his LPL business, dedicating nearly full-time hours to it. He also operates Wise Retirement Solutions, LLC, dba Legacy Financial Associates, selling non-variable insurance, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
Grove Point Investments, LLCBroker
November 2009 - May 2025 · 15 yrs 6 mos
H. Beck, INC.
November 2009 - April 2021 · 11 yrs 5 mos
Lincoln Financial Advisors Corporation
January 2004 - November 2009 · 5 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
November 2003 - November 2009 · 6 yrs
The Lincoln National Life Insurance CompanyBroker
November 2003 - April 2006 · 2 yrs 5 mos
State Registrations11 states
AZDCFLMDNCPASCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Frederick, MD →All financial advisors in Maryland →