Investing strategies with you in mind...

John Sanken, Financial Advisor Hutchinson MN

John Sanken

Partner / Wealth Manager / Certified Plan Fiduciary Advisor (CPFA)

John has an incredible passion for knowledge in the Wealth Management Industry. He helps keep clients informed on changes in the market, economy, and estate planning. He is dedicated to providing his clients with full service wealth management including investments, life insurance, college savings, income planning, tax planning, and estate planning. John is known for his ability to communicate complex financial concepts into simple, understandable details. If you are interested in investing, are near or in retirement, own a business, or have significant estate planning questions, meet with John to find the answers.


John has a Bachelor’s degree in Economics from the University of Minnesota. Prior to Wealth Management John was an airline Captain on Boeing 727. John enjoys spending time with his wife of 31 years Kathy, and their 3 kids and 1 grandson on their hobby farm.


Licensed in the following states: Minnesota, Arizona, Florida, Wyoming, Colorado, Washington, California, North Dakota, Montana, Wisconsin.


A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans. During the CPFA certification, candidates spend around two months learning about fiduciary services for retirement plans.


Services

Financial, Retirement, and Income Planning
Investments: Stocks, Bonds, Mutual Funds, Exchange Traded Funds (E.T.F's), Municipal Bonds
Managed Accounts, Unified Managed Accounts and Separately Managed Accounts
Life Insurance
Estate Planning
Business Continuation Planning
Retirement Plans
Fiduciary Investment Plans

Frequently Asked Questions

See some commonly asked questions and answers below, or give us a call at 320-587-MONY (6669).

  • Are you a Fiduciary Financial Advisor?

    Yes, I hold the Series 65 License.

  • How are you paid?

    Normally by annual fees from your account.

  • Do you sell Life Insurance?

    Yes, I am contracted with multiple companies and would be glad to assist in your life insurance needs.

  • Can you do Estate Planning?

    I advise in conjunction with your estate planning attorney who makes your final draft.

  • Can you advise on 401K Rollovers?

    Yes, I assist in helping a client through a job change or retirement to determine the best course of action for those funds.

  • Can you help with College Savings ideas?

    Yes, there are several strategies that can be tax advantaged to help pay for post secondary educational expenses.

  • Can you help with Business Continuation Planning?

    Yes, most commonly it is a family business, and I can assist along with an estate planning attorney to effectively transition a business to the next generation or new owners.

  • Can you help with Irrevocable Life Insurance Trusts?

    Yes, I am very familiar with this process in estate planning and how to effectively administer them.  

  • Can you help set up Small Business Retirement Savings strategies?

    Yes, there are many strategies that can benefit both the employee and employer group. We would look at all the options and decide after careful research what plan is best for your company.

  • Can you sell Stocks, Bonds, Mutual Funds, ETFs & 1031 Real Estate Exchanges?

    Yes, I am fully licensed to sell these products and inform you of the risks and rewards.

Ready to find out more? Let’s talk.

Location:
102 Main Street, Suite 211
Hutchinson, MN 55350 ( map )


Hours: Mon-Thurs: 7:30am-5pm, Fri by appointment only

Sat-Sun by appointment only


Office: 320-587-MONY (6669 )


Cell: 651-503-9992


Fax: 320-587-6661


Email: jsanken@osaicwealth.com

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