The Banas-Yu Wealth Management Group - Ubs Financial Services

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411 E Wisconsin Ave
Milwaukee, WI 53202
+1 (312) 525-4331
https://advisors.ubs.com

The Banas-Yu Wealth Management Group at UBS Financial Services in Milwaukee, WI, is led by Bruce Gerard Lanser, a seasoned professional with over 30 years of experience in enhancing employee retirement plans. The firm takes a collaborative approach, focusing on customized retirement plan design, investment consulting, and fiduciary guidance to help organizations navigate the complexities of corporate retirement planning.

In addition to his wealth management expertise, Bruce is dedicated to community service, serving as Chairman of the Investments Committee for Junior Achievement of Wisconsin and is an International Official in speed skating. His credentials include a B.S.B.A. in Accounting from Marquette University and multiple industry certifications, reflecting his commitment to delivering insightful and effective retirement solutions.

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