Unclaimed Profile

Bruce Robert Laning

BRONFMAN E.L. ROTHSCHILD, L.P.·MADISON, Wisconsin

Series 6525 years registeredBRONFMAN E.L. ROTHSCHILD, L.P.

10 TERRACE COURT, MADISON, WI 53718CRD# 2427715Firm CRD# 168095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Robert Laning · MADISON, WI

Registration

CRD #2427715 · BRONFMAN E.L. ROTHSCHILD, L.P. · 25 years registered

Brand Profile

Not yet started

Career History

FIDUCIENT ADVISORS LLC

Jun 2026 – present

WEALTHSPIRE ADVISORS

Jan 2021 – present

WEALTHSPIRE ADVISORS

Jun 2013 – Dec 2020

MILWAUKEE, WI

BAKER TILLY INVESTMENT ADVISORS

Feb 2012 – Jul 2013

MADISON, WI

MARIETTA INVESTMENT PARTNERS, LLC

Mar 2001 – Mar 2012

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 23, 2001

Years registered · 25

Disclosure History

2012Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTHSPIRE ADVISORS, L.P.

CRD 168095 · SEC 801-78179

AUM

$4.6B

Regulatory assets under management

Employees

2,366 client accounts

Services offered by WEALTHSPIRE ADVISORS, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSPIRE ADVISORS, L.P. →

Introduction

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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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