Bruce Gerard Lanser, CIMA, CRPC, CPRS - UBS Financial Services Inc.

The Stoka Financial Group - UBS Financial Services Inc. in Brookfield, WI, is led by Bruce Gerard Lanser, a seasoned financial advisor with over 30 years of experience in corporate retirement planning. The group specializes in customized retirement plan design, optimizing investment consulting, and providing fiduciary guidance to help plan sponsors effectively manage employee retirement plans. In addition to delivering strategic insights and results, the firm is committed to community involvement, with Bruce serving as Chairman of the Investments Committee of Junior Achievement of Wisconsin. The Stoka Financial Group also emphasizes financial wellness education for employees, ensuring that organizations meet their fiduciary and regulatory obligations while enhancing participant success. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.