BL
BL

Bruce Lanser

43 Years of Experience
Brookfield, WI
Broker

Bruce Lanser is a registered investment advisor at UBS Financial Services INC., based in Brookfield, WI, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
Loading...

Location

17335 Golf Parkway, Suite 525, Brookfield, WI, 53045

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 Activities

Bruce is a member of the board of directors and chairman of the investment committee for Junior Achievement of Wisconsin, a non-profit charitable organization, since 2005.

Employment History
Current Registrations
UBS Financial Services INC.
August 2013 - Present · 12 yrs 9 mos
UBS Financial Services INC.
August 2013 - Present · 12 yrs 9 mos
UBS Financial Services INC.Broker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - August 2013 · 4 yrs 2 mos
Morgan Stanley
June 2009 - August 2013 · 4 yrs 2 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
October 1992 - July 1993 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1983 - September 1992 · 9 yrs 3 mos
Decade Securities CORP.Broker
July 1982 - May 1983 · 10 mos
State Registrations9 states
FLILMAMIMNNYTNTXWI
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.