About Bryan Hadley Rohs
Bryan provides highly personalized financial services to individuals and families interested in collaborating with a professional who can help build their wealth, secure their retirement income or create estate planning strategies to provide for future generations. Clients can expect him to take the time to gain a strong understanding of their objectives and provide sound financial strategies based upon their needs. Bryan’s disciplined, structured process helps bring his clients confidence that he puts their interests first and can help them reach their goals through each stage of life.
Bryan creates customized comprehensive strategies for individuals, families and business owners to help secure their financial situations and has done this for nearly 31 years. He has experienced both challenging and rewarding market cycles and offers clients a seasoned perspective that helps enable them to achieve their financial goals. He is a Chartered Retirement Planning Counselor℠ (CRPC®), a designation which denotes his experience in pre-and post-retirement planning needs, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, tax planning strategies, retirement cash flow, asset management, estate planning strategies and more. From 2013 to 2022, Bryan has been recognized as a Five Star Wealth Manager by Minneapolis/St. Paul Magazine.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
2013-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2022) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 4/17/12 - 10/14/12
2014 Award - 4/17/13 - 10/14/13
2015 Award - 4/17/14 - 10/14/14
2016 Award - 4/17/15 - 10/14/15
2017 Award - 2/25/16 - 10/14/16
2018 Award - 2/23/17 - 10/13/17
2019 Award - 3/23/18 - 10/23/18
2020 Award - 3/01/19 - 10/25/19
2021 Award - 3/30/20 - 10/23/20
2022 Award - 3/29/21 - 10/8/21
Securities Agent: WA, GA, SD, NC, AZ, PA, MO, DE, NJ, KS, IA, WY, UT, NY, ND, TN, SC, IL, FL, CO, AK, MD, WI, RI, NM, MA, AR, MS, CT, CA, VA, OH, MN, IN, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 401289
CA Insurance License #: 0G53927