Mokosak Advisory Group, LLC

Mokosak Advisory Group, LLC (CRD# 287538) is a financial advisory firm headquartered in Urbandale, IA. They manage $288,131,152 in 1,182 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2900 100th Street Suite 102, Urbandale, IA 50322
https://www.mokosakadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    1,182
    ACCOUNTS
  • Average Account Value
    $243,766
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IA, MN, MO, TX

Financial Advisors at Mokosak Advisory Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Richard Mokosak, financial advisor Urbandale IA
Richard F. Mokosak
CRD#: 2520987
2900 100th Street Suite 102, Urbandale, IA 50322

Richard Mokosak (CRD# 2520987) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has over 29 years of experience in the finance industry.

2
Ryan Page, financial advisor Urbandale IA
Ryan M. Page
CRD#: 6059616
2900 100th Street Suite 102, Urbandale, IA 50322

Ryan Page (CRD# 6059616) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has over 8 years of experience in the finance industry.

3
Caroline Evans, financial advisor Urbandale IA
Caroline E. Evans
CRD#: 7256779
2900 100th Street Suite 102, Urbandale, IA 50322

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.

4
Martin Kelly, financial advisor Urbandale IA
Martin J. Kelly
CRD#: 7282714
2900 100th Street Suite 102, Urbandale, IA 50322

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.

5
Jacob Oberender, financial advisor Urbandale IA
Jacob T. Oberender
CRD#: 7731950
2900 100th Street Suite 102, Urbandale, IA 50322

Jacob Oberender (CRD# 7731950) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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