Peter G. Kosanke, Jr. CFP^®

Investment Advisor Representative

Holton & Kosanke Wealth Management, LLC

8427 N Mountain Stone Pine Way
Tucson, AZ 85743

FINANCIAL ADVISOR'S WEBSITE

https://www.hkwealthmanagement.com

(520) 638-7788

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Planning fees range $600-$16k; ongoing $150-$1k/mo or $450-$3k/qtr. Fees take into consideration the complexity, depth of services, and time involved in the engagement, among others. Also, compensated for investment advisory services and insurance.

Minimums

HOUSEHOLD INCOME MINIMUM

$60,000

Investable Asset Minimum

No Minimum

General

Peter Kosanke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Holton & Kosanke Wealth Management, LLC in Tucson, AZ and the surrounding communities.

Financial Advisor Overview

Peter Kosanke is a Tucson, Arizona native and a graduate of the University of Arizona with a degree in finance. He is a founding partner of Holton & Kosanke Wealth Management, LLC which specializes in Financial Planning for Physicians. His passion is to help medical professionals and their families build financial confidence and an exit strategy out of medicine when they so choose. Peter's practice focuses on guiding medical professionals through the many options for accumulating and preserving their assets while addressing debt and risk management.

Financial Advisor Experience

Peter Kosanke has been a financial advisor for over 24 yrs. He completed his certification requirements in 2006 as a CERTIFIED FINANCIAL PLANNER™ Practitioner, which is one of the most recognized and distinguished designations in the financial planning industry. He continues to read and stay current in finance in the continued pursuit of providing knowledge and expertise to his clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes