Insightful advice Delivered through ongoing collaboration

Bruce Gerard Lanser, CIMA®, CRPC®, CPRS®

First Vice President - Wealth Management
Institutional Consultant, UBS Institutional Consulting
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Plans Specialist (CRPS®)

Visit Bruce Gerard Lanser, CIMA®, CRPC®, CPRS®




411 E Wisconsin Ave
Suite 1700
Milwaukee, WI 53202

With today's retirement plan landscape marked by ongoing change, it all adds up to a greater focus on fiduciary responsibility and new management challenges for plan sponsors.

I take a collaborative approach to helping you address these challenges. And, working together, I can chart a path to help you manage plan complexity. I am on the front lines of the new retirement, and I stand ready to help you and your participants meet the challenges of today's world.

Bruce Lanser has been recognized as an industry leader.

  • Financial Times Top 401 Retirement Plan Advisors, 2015, 2017










UBS Financial Wellness Center

UBS Retirement Plan Consulting Services