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

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

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
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

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

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