Sound financial advice is based on years of training, hard work, and passion, as well as familiarity with regulation and precedent and sound consideration. Drop us a line here and you’ll find quick, responsive answers to all that… and more.
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Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity. |
Member FINRA
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Member SIPC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Insurance products offered through Rose Koch Agency doing business as Sanum Financial Services.
