Caroline Evans (CRD# 7256779) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mokosak Advisory Group | Urbandale, IA | Nov 2023 - Current | < 1 |
| Vision Financial Group | Des Moines, IA | May 2020 - Oct 2023 | 3 |
| Drake University | Des Moines, IA | Aug 2018 - May 2021 | 2 |
| Evereve | West Des Moines, IA | Sep 2019 - Mar 2020 | < 1 |
| Des Moines Golf & Country Club | West Des Moines, IA | May 2019 - Aug 2019 | < 1 |
| University Of Wisconsin - Madison | Madison, WI | Sep 2017 - May 2018 | < 1 |
| Unemployed | Burnsville, MN | Jun 2017 - Sep 2017 | < 1 |
| Eagan High School | Eagan, MN | Sep 2013 - Jun 2017 | 3 |
| The Scrub & Shoe Company | Burnsville, MN | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- IA
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts1,182ACCOUNTS
-
Average Account Value$243,766
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IA, MN, MO, TX
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