Martin Kelly (CRD# 7282714) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has over 3 years of experience in the finance industry. Martin Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 | Jul 2020 - Current | 3 |
| Mokasak Advisory Group | Urbandale, IA | Jul 2019 - Current | 4 |
| Iowa State University | Ames, IA | Aug 2018 - May 2019 | < 1 |
| Iowa State University | Ames, IA | Aug 2017 - May 2018 | < 1 |
| Firefly Credit Union | Burnsville, MN | May 2017 - Aug 2017 | < 1 |
| Iowa State University | Ames, IA | Aug 2016 - May 2017 | < 1 |
| Firefly Credit Union | Burnsville, MN | May 2016 - Aug 2016 | < 1 |
| Iowa State University | Ames, IA | Aug 2015 - May 2016 | < 1 |
| Firefly Credit Union | Burnsville, MN | May 2015 - Aug 2015 | < 1 |
| Rosemount High School | Rosemount, MN | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- 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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