John Sanken

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → Present
  Sagepoint Financial, Inc.
  Litchfield, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Hutchinson, MN

Previous Registrations

• 2012-09-21 → 2023-09-01
  Osaic Services, Inc.
  Hutchinson, MN
  Hutchinson, MN

Other Businesses

1. CEDAR MILLS TOWNBOARD POSITION: Board Member NATURE: Town Board business like roads, culverts, bridges, approaches, maintenance, repairs and upkeep. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2019 ADDRESS: 15391 620th Avenue, Litchfield MN 55355, United States DESCRIPTION: Board member at large. Help make decisions on road maintenance and repair. 2. NOTARY STAMP POSITION: Notary Public NATURE: John Sanken Inc INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2012 ADDRESS: 102 Main Street South, Suite 211, Hutchinson MN 55350, United States DESCRIPTION: Notary services for my clients if needed. 3. FIVE STAR FINANCIAL SERVICES POSITION: Insurance Agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 30 START DATE: 05/14/2009 ADDRESS: 102 Main Street South Suite 211, PO Box 564, Hutchinson MN 55350, United States DESCRIPTION: Selling Life insurance 4. JOHN M SANKEN INC POSITION: Owner NATURE: Corporation for accounting purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2010 ADDRESS: 102 Main Street South, Suite 211, P.O. Box 564, Hutchinson MN 55350, United States DESCRIPTION: This was put in place for accounting purposes. 5. HUTCHINSON CHAMBER OF COMMERCE POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2 Main Street South, Hutchinson MN 55350, United States DESCRIPTION: Board member on a Foundation that supports business education for adults and youth in the Hutchinson area.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-18
• S63 Uniform Securities Agent State Law Examination
  2009-05-11