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.
At a glance
Services through Wells Fargo Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2013 – 2026Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2013Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Jan 2007 – Apr 2007Morgan Stanley DW Inc.Previously
Contact Eric
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Eric. 1200 John Q Hammons Dr; Suite 501Madison, WI 53717Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.