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Advisors / Wisconsin / Madison
29yrs

Eric Lanning

Financial advisor at Wells Fargo Advisors

Eric Lanning is a fiduciary financial advisor in Madison, Wisconsin, with 29 years in the industry. Eric joined Wells Fargo Advisors in 2026, after four years at Morgan Stanley and two years at Morgan Stanley & Co.. Eric holds the CFP® designation.

One of 702 advisors with offices in Madison, and one of 632 fiduciaries.

Madison, WI 53717CFP®Top 16% by experience in MadisonFiduciary advisor

At a glance

Experience29 years (since 1997)
How that compares ?Top 16% by experience in Madison
Office1200 John Q Hammons Dr; Suite 501, Madison, WI 53717
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. May 2026 – now
  2. 2013 – 2026
  3. 2009 – 2013
    Morgan StanleyPreviously
  4. 2007 – 2009
    Morgan Stanley & Co. LLCPreviously
  5. Jan 2007 – Apr 2007
    Morgan Stanley DW Inc.Previously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Eric Lanning. Eric works from the Madison, WI office.

How long has Eric been a financial advisor?

Eric has been in the industry since 1997, about 29 years. Top 16% by experience in Madison.

What licenses does Eric hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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