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
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