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®)
414-289-3817
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
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