Unclaimed Profile

Bruce Robert Laning

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

Clean recordBRONFMAN 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTHSPIRE ADVISORS, L.P.

WEALTHSPIRE ADVISORS

AUM

$4.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2427715

Firm CRD# 168095

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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