David Perrigo-UBS Financial Services Inc

Bruce Gerard Lanser, a First Vice President of Wealth Management at UBS Financial Services Inc, has over 30 years of experience in enhancing employee retirement plans for corporate clients. His expertise lies in tailored retirement plan design, investment consulting, and fiduciary guidance, ensuring that organizations optimize their plans to meet both fiduciary and regulatory obligations. Outside of his professional role, Bruce is committed to community service as the Chairman of the Investments Committee for Junior Achievement of Wisconsin and is an accomplished speed skating official, recognized globally. With a focus on collaboration and education, he aims to support both plan sponsors and participants in achieving their financial goals. Generated from the website

Visit our office today located in Brookfield, WI. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Brookfield, WI area, Jim Cotturone will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.