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®)

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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.

  • PLANADVISER Top 100 Retirement Plan Advisers, 2019, 2020
  • Financial Times Top 401 Retirement Plan Advisors, 2015, 2016, 2017, 2018, 2019, 2020


UBS Financial Wellness Center

UBS Financial Wellness Center

UBS Retirement Plan Consulting Services

UBS Retirement Plan Consulting Services