Vice President, Financial Advisor, Portfolio Management Director, Certified Investment Management Analyst, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor - Equity Compensation
The Lannan & Rohde Group at Morgan Stanley
Middleton:
(608) 283-2344(608) 283-2344
Minneapolis:
(612) 340-6723(612) 340-6723
Our Mission Statement
Family Wealth, Retirement, Business Exit,
Estate & Charitable Gift Planning
Strength & Courage in Growth.
Wisdom & Patience through Volatility.
Confidence & Freedom to Relax and enjoy Happiness.
Estate & Charitable Gift Planning
Strength & Courage in Growth.
Wisdom & Patience through Volatility.
Confidence & Freedom to Relax and enjoy Happiness.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How can I achieve my financial goals?
Our team gets to know you and your finances. Together, we build a holistic wealth plan to help achieve your goals:
• Retirement Planning
• Education Planning
• Health Care Expense Planning
• Life & Long Term Care Insurance
• Trust & Estate Service Coordination
• Philanthropy Management
• Tax Efficient Investment Strategies
• Cash Management & Lending Solutions
• Succession Planning
Am I on track to reach my goals?
We can help you periodically review your investments and progress toward your goals.
• Regular Account Performance Reviews
• Portfolio Reviews
• Budget & Spending Tracking
• Tax Efficient Investing
• Contribution (IRA, 529) Deadline Reminders
• Year-end Planning
• Wealth Plan adjustments due to changes in your life and family situation
How should I be invested?
Our team creates an investment strategy tailored to help meet your goals and risk tolerance, and can assist with various investment functions:
• Asset Allocation
• Portfolio Construction
• Investment Analysis
• Manager Selection
• Risk Management
• Liquidity Planning
• Alternative Investment Selection
• Impact Investment Selection
Who can help guide me to make concise decisions?
Who can help guide me to make concise decisions?
Our team is here to serve you as a confidant, we can help you with wealth planning for major financial and life decisions.
• Significant Purchases
• Helping children and other family members
• Life Transitions
• Continuity of wealth plans over generations
• Family Governance
• Work with tax and legal advisors to help achieve financial goals
Working With You
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve desired financial outcomes.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success. Examining relevant financial information provides a holistic asset allocation analysis for your accounts; helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies that are custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to help ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
INDIVIDUALIZED PLANNING FOR YOU:
Certified Financial Planner® (CFP®)
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Goals Planning System (GPS)
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley's Spending and Budgeting tool. This tool helps advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
Certified Investment Management Analyst® (CIMA®)
Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.
Aladdin - Portfolio Risk Tool
The Portfolio Risk Platform integrates the leading risk analytics engine into Morgan Stanley Wealth Management's platform to improve the quality, transparency, and efficiency of the end to end risk management processes for the Firm and our Clients.
Financial Planning Analysis:
To begin your financial planning analysis, please click the link below.
PLANNING YOUR FUTURE
Our team will work with you to understand what your priorities are during these crucial years and implement a customized strategy for you. Whether it is planning for retirement, transitioning into retirement, or already managing your assets in retirement, our team is equipped with the resources and the knowledge to help you accomplish your personal and financial goal.
Understanding your Savings Vehicles
When it comes to retirement savings, the most important thing is to get started—after all, time is one of your greatest assets. Although retirement may seem far for some, it is essential to get started on planning for future living expenses, potential education funds, or travel costs. Let us help you educate on ways to grow and preserve your wealth.
Risks to Your Retirement
Once you determine what kind of retirement you want, we will work together to take a closer look at the risks that might be standing between you and your retirement goals. No matter how well you save during the accumulation phase, it's critical to plan how you convert those assets to income. We can help you navigate the challenges that may arise.
The Psychological Transition into Retirement
Most retirement preparations focus on financial planning, but it is equally crucial to look at personal considerations and help you with easing the fear of the unknown. Given that many people overlook the psychological adjustments of retirement, we can help you understand why it's important to be emotionally (not just financially) ready for retirement.
Impact of Taxes
The strategies you use when drawing down your retirement savings can have a significant impact on how much you'll pay in taxes and may help you keep more of the returns. Each retiree's situation is different but establishing a tax management strategy for your investments can help you retain more of your investment returns.
Location
8215 Greenway Blvd
Ste 400
Middleton, WI 53562
US
Direct:
(608) 283-2344(608) 283-2344
225 South 6th St
Ste 5300
Minneapolis, MN 55402
US
Direct:
(612) 340-6723(612) 340-6723
Meet The Lannan & Rohde Group
First Vice President, Wealth Management, Financial Advisor, Workplace Advisor – Equity Compensation
About Jason Rohde
Jason Rohde is a Senior Portfolio Manager and Vice President at Morgan Stanley. He is additionally a CERTIFIED FINANCIAL PLANNER™ (CFP®) AND CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®), testaments of his commitment to continuing education and making a difference in the lives of his clients. Drawing from over two decades of experience in the financial industry, Jason helps clients to achieve their financial goals through his personalized planning approach. Through careful listening, Jason will understand your unique financial situation to collaborate with you to help create your desired financial reality.
A Wisconsin native, Jason graduated from St. Norbert College with his degree in Economics and Finance. While at school, he began working at Morgan Stanley and has been with the Firm ever since. Jason values community, whether it be contributing to UW Madison Carbone Cancer Center, Children’s Hospital and Alzheimer’s Foundations, coaching local youth sports, or rooting for his Wisconsin sports teams. Outside the office, you'll likely find Jason on the lake and spending time with friends and family.
Over the years, Jason has acquired a diverse set of skills to help guide his clients in achieving their goals. He prides himself on delivering personal care with a customized approach to help clients grow and preserve their wealth, so they may pass it on to future generations. He is regularly reminded why he chose his profession and feels rewarded when constructive client conversations and quality planning lead toward achieving client goals.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
As the premier designation in the industry, the CIMA® is an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
A Wisconsin native, Jason graduated from St. Norbert College with his degree in Economics and Finance. While at school, he began working at Morgan Stanley and has been with the Firm ever since. Jason values community, whether it be contributing to UW Madison Carbone Cancer Center, Children’s Hospital and Alzheimer’s Foundations, coaching local youth sports, or rooting for his Wisconsin sports teams. Outside the office, you'll likely find Jason on the lake and spending time with friends and family.
Over the years, Jason has acquired a diverse set of skills to help guide his clients in achieving their goals. He prides himself on delivering personal care with a customized approach to help clients grow and preserve their wealth, so they may pass it on to future generations. He is regularly reminded why he chose his profession and feels rewarded when constructive client conversations and quality planning lead toward achieving client goals.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
As the premier designation in the industry, the CIMA® is an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
Securities Agent: CO, FL, IA, TX, MO, MD, GA, IL, CA, MN, WY, WI, NJ, ND; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1472952
CA Insurance License #: 4069314
NMLS#: 1472952
CA Insurance License #: 4069314
About James H Lannan
Securities Agent: CO, GA, HI, IA, IL, IN, KS, LA, MD, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, FL, AL, AR, AZ, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
Contact Jason Rohde
Contact James H Lannan
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Tyson Abert
Senior Private Banker
Sarah Ott, CFP®
Financial Planning Director, Vice President
Ryan Harrison
Planning Associate
About Tyson Abert
Tyson R. Abert is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin, Northern Ohio and Western Pennsylvania.
Senior Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
Senior Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
NMLS#: 362127
About Sarah Ott
Sarah Ott, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth
Management offices in the St. Louis area. She is responsible for helping Financial Advisors with their clients'
and prospects' financial planning needs.
Sarah began her career in Financial Services in 2014 and joined Morgan Stanley in 2022. Prior to
her current position, she was a Financial Advisor and Director of Financial Planning Operations at
Thrivent Financial.
Sarah graduated from Saint Louis University with a Bachelor of Science in Business Administration
and holds her Certified Financial Planner® designation. Outside of work, Sarah enjoys traveling with
her family, trying new restaurants, volunteering at her church, and attending concerts and sporting
events.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of
which may create a different type of relationship with different obligations to you. Please visit us at
http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Management offices in the St. Louis area. She is responsible for helping Financial Advisors with their clients'
and prospects' financial planning needs.
Sarah began her career in Financial Services in 2014 and joined Morgan Stanley in 2022. Prior to
her current position, she was a Financial Advisor and Director of Financial Planning Operations at
Thrivent Financial.
Sarah graduated from Saint Louis University with a Bachelor of Science in Business Administration
and holds her Certified Financial Planner® designation. Outside of work, Sarah enjoys traveling with
her family, trying new restaurants, volunteering at her church, and attending concerts and sporting
events.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of
which may create a different type of relationship with different obligations to you. Please visit us at
http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
About Ryan Harrison
Ryan Harrison is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Ryan provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
Ryan earned his undergraduate degree from the University of Delaware and received the Financial Planning Specialist® designation from the College for Financial Planning. Ryan is originally from Syosset, New York and currently resides in Long Beach, New York.
Ryan earned his undergraduate degree from the University of Delaware and received the Financial Planning Specialist® designation from the College for Financial Planning. Ryan is originally from Syosset, New York and currently resides in Long Beach, New York.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Lannan & Rohde Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
