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Bruce Robert Laning

BRONFMAN E.L. ROTHSCHILD, L.P.·MADISON, Wisconsin
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10 TERRACE COURT, MADISON, WI 53718CRD# 2427715Firm CRD# 168095
01

About

Bruce Robert Laning is a registered financial advisor based in MADISON, Wisconsin, affiliated with BRONFMAN E.L. ROTHSCHILD, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHSPIRE ADVISORS, L.P.
WEALTHSPIRE ADVISORS
AUM
$4.6B
Regulatory assets under management
Employees
76
Total firm employees
View all advisors at WEALTHSPIRE ADVISORS, L.P. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2427715
Firm CRD# 168095
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Robert Laning offer?
Bruce Robert Laning specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Bruce Robert Laning's credentials?
Bruce Robert Laning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Robert Laning located?
Bruce Robert Laning is based in MADISON, Wisconsin, working with BRONFMAN E.L. ROTHSCHILD, L.P.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Bruce Robert Laning charge for services?
Bruce Robert Laning's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRONFMAN E.L. ROTHSCHILD, L.P.?
BRONFMAN E.L. ROTHSCHILD, L.P. has approximately 76 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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