Let's move forward. Together.

Lincoln, NE Branch Office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Architect at drawing table

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bryan Adamson

    Bryan Adamson

    Executive Director

    Branch Manager

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IA
    • ID
    • IL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NM
    • NV
    • NY
    • OH
    • SC
    • SD
    • TN
    • TX
    • WA

          1 Valmont Plaza
          Suite 300
          Omaha, NE 68154
        • image

          Clark Bogseth

          Managing Director

          Financial Advisor

          • image
          • image
          • FL
          • NE

                8415 Maddox Drive
                Suite 101
                Lincoln, NE 68520
              • Jenna Schulz

                Jenna Schulz

                Associate Director

                Admin Manager

                • image
                • image
                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                      1 Valmont Plaza
                      Suite 300
                      Omaha, NE 68154

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Advice for business owners and entrepreneurs

                    Advice for business owners and entrepreneurs

                    Insights

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.