1975

Dennis Koch began selling insurance door to door in Wisconsin

1982

Added investments, helping people “make the most of [their] financial future”

1994

Added the CERTIFIED FINANCIAL PLANNER® designation, demonstrating commitment to comprehensive financial planning as the foundation for client best interest recommendations

2000

Relocated to present Crookston, MN location

2007

Established independent firm, Dennis A Koch, CFP®

2018

Announced new name, Sanum Financial Services

2021

Strengthened our commitment to competent  and ethical  delivery of financial planning services