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Our History


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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