TruSource Advisors
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Experience

Makes all the difference

Bruce Lanser

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • FL
  • IL
  • MA
  • MI
  • MN
  • NY
  • OH
  • SC
  • TN
  • WI

Bruce Lanser

Recognized as an industry leader:

  • PLANADVISER Top Retirement Plan Advisers, 2014, 2019, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Bruce Lanser

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Bruce Lanser

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • FL
  • IL
  • MA
  • MI
  • MN
  • NY
  • OH
  • SC
  • TN
  • WI

Recognized as an industry leader:

  • PLANADVISER Top Retirement Plan Advisers, 2014, 2019, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

bruce.lanser@ubs.com,rita.fiumara@ubs.com
Bruce Lanser
17335 Golf Parkway,Brookfield,WI,53045

L. Rita Fiumara, CIMA®, CRPS®

Senior Vice President–Investments

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • SC
  • TX
  • UT
  • VA
  • WI

L. Rita Fiumara, CIMA®, CRPS®

Recognized as an industry leader:

  • Barron's Top 100 Women Advisors, 2018The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • NAPA Top Women Advisors, 2017, 2020, 2021, 2023The NAPA rating is awarded annually in October based on information from September of the award year.
  • PLANADVISER Top Retirement Plan Advisers, 2014, 2015, 2016, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

L. Rita Fiumara, CIMA®, CRPS®

One North Wacker Drive
Suite 3200
Chicago, IL 60606

Email Me

L. Rita Fiumara, CIMA®, CRPS®

Senior Vice President–Investments

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • SC
  • TX
  • UT
  • VA
  • WI

Recognized as an industry leader:

  • Barron's Top 100 Women Advisors, 2018The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • NAPA Top Women Advisors, 2017, 2020, 2021, 2023The NAPA rating is awarded annually in October based on information from September of the award year.
  • PLANADVISER Top Retirement Plan Advisers, 2014, 2015, 2016, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

One North Wacker Drive
Suite 3200
Chicago, IL 60606

Email Me

rita.fiumara@ubs.com
L. Rita Fiumara, CIMA®, CRPS®
One North Wacker Drive,Chicago,IL,60606

Spencer Von Rueden

Wealth Strategy Associate

Registered States:
  • AR
  • AZ
  • CO
  • FL
  • IL
  • MA
  • MI
  • MN
  • SC
  • TN
  • TX
  • VA
  • WI

Spencer Von Rueden

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Spencer Von Rueden

Wealth Strategy Associate

Registered States:
  • AR
  • AZ
  • CO
  • FL
  • IL
  • MA
  • MI
  • MN
  • SC
  • TN
  • TX
  • VA
  • WI
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

spencer.vonrueden@ubs.com
Spencer Von Rueden
17335 Golf Parkway,Brookfield,WI,53045

Bernadette Therese Lanser

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CO
  • DE
  • FL
  • GA
  • IL
  • MA
  • MI
  • MN
  • NC
  • NY
  • SC
  • TN
  • TX
  • VA
  • WI

Bernadette Therese Lanser

Recognized as an industry leader:

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

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Bernadette Therese Lanser

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Bernadette Therese Lanser

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CO
  • DE
  • FL
  • GA
  • IL
  • MA
  • MI
  • MN
  • NC
  • NY
  • SC
  • TN
  • TX
  • VA
  • WI

Recognized as an industry leader:

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

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

bernadette.lanser@ubs.com
Bernadette Therese Lanser
17335 Golf Parkway,Brookfield,WI,53045

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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