Your plan. Your plan participants.

A team you can depend on

Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

Boardroom

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bruce

    Bruce Lanser

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • IL
    • MA
    • MI
    • MN
    • NJ
    • NY
    • SC
    • TN
    • TX
    • WI

    Customized Retirement Plan Design
    Bruce addresses several priorities for each relationship—clarifying client needs, identifying goals and implementing plan changes to drive outcomes. His engagements start with an analysis to understand the current state of an organization and its retirement plan. Plan design, the investment menu, fiduciary liability, fees, service providers and participant retirement readiness are all evaluated in order to outline where things are today and discuss opportunities moving forward. From there, he applies his experience and in-depth knowledge of the 401(k) to match client needs with strategies and partners that can best support their organization and employees.

    Professional Achievements and Education

    • Certified Investment Management Analyst®
    • Chartered Retirement Plans Specialist®
    • Accredited Investment Fiduciary®
    • Certified Portfolio Manager®
    • Chartered Retirement Planning CounselorSM
    • Series 7, 63 and 65 securities licenses
    • B.S.B.A., Accounting, Marquette University


    Outside of UBS
    Bruce is passionate about giving back to the community and serves as Chairman of the Investments Committee of Junior Achievement of Wisconsin. He also enjoys speed skating—he is an International Official and part of an elite group of just 24 starters in the world who qualify to be an official at the Olympic Games. He and his wife, Bernadette, have been married for over 40 years. They have two wonderful children.

    • PLANADVISER Top Retirement Plan Advisers, 2014, 2019The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

        Retirement Plan consulting
        411 E Wisconsin Avenue
        Suite 1700
        Milwaukee, WI 53202
      • Bernadette

        Bernadette Therese Lanser

        First Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CO
        • FL
        • GA
        • IL
        • MA
        • MN
        • NC
        • OH
        • SC
        • TN
        • TX
        • VA
        • WI

        The experience to guide you forward
        For more than 25 years, Bernadette has helped empower individuals to maximize their wealth and create the future they envision for themselves and their families. Because deep relationships form the foundation of her practice, she provides each client with an extraordinary level of service and attention as they work together toward financial wellness today and for the future. From budgeting and investment management to charitable giving and estate planning strategies, Bernadette makes every effort to serve as a trusted source of advice for her clients and their families.

        Professional achievements and education

        • Chartered Retirement Planning Counselor (CRPS®), The College for Financial Planning
        • Series 7, 63 and 65 securities licenses
        • B.S, Business Administration, Marquette University


        Outside of UBS
        A strong believer in giving back to the community, Bernadette has been a volunteer for over 10 years with the St. Ben’s Community Meal Program, preparing and serving meals to those in need in downtown Milwaukee and participating in a variety of fundraising activities. She has also served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa and worked as a leader of the parish’s successful capital campaign. She is a member of the Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO.

        Married for over 40 years, Bernadette and her husband, Bruce, have two wonderful children. BJ is Assistant Professor of Pediatrics in the Division of Allergy and Clinical Immunology at National Jewish Health and the University of Colorado in Denver. Erica graduated cum laude from Marquette University and is a medical student at Creighton University Medical School. Erica has a background as a world-class speed skater and plans to pursue a career in radiology.

         

        • NAPA Top Women Advisors, 2016The NAPA rating is awarded annually in September based on information from June to August of the award year.

            17775 West Bluemound Road
            Brookfield, WI 53045
          • Paul Ramus Headshot

            Paul Ramus

            Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • FL
            • IL
            • IN
            • TX
            • VA
            • WI

            Paul specializes in 401(k) fiduciary risk management, portfolio construction, and educating plan participants on retirement readiness. Paul is also a Senior Retirement Plan Consultant. He adds experience, as well as youth, to our team. He has a Master's of Business Administration from The University of Wisconsin-Milwaukee and has over 18 years of experience in the financial advising industry.

                • Chartered Retirement Plans Specialist℠
                17775 West Bluemound Road
                Brookfield, WI 53045
              • Spencer headshot

                Spencer Von Rueden

                Client Associate

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                • CO
                • FL
                • IL
                • MA
                • MI
                • MN
                • SC
                • TN
                • TX
                • VA
                • WI

                Spencer is a 2018 graduate from the University of Wisconsin-Madison with a degree in Personal Finance. He has 3 years of industry experience, and has been with the Lanser Team since January 2020. He is also Series 7, 66, Life and Health licensed. Spencer is originally from the Milwaukee area, growing up in Wauwatosa and attending Marquette University High School. He currently lives in the Washington Heights neighborhood of Milwaukee and is an avid golfer, home cook, and jazz music enthusiast.

                Outside of work, Spencer enjoys spending time with his fiancée and traveling looking for exciting new places to eat and things to see.

                      17775 West Bluemound Road
                      Brookfield, WI 53045

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Institutional consulting

                    Institutional consulting

                    Retirement plan sponsors

                    Retirement plan sponsors

                    Our Process

                    Our Process

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                    Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager