firm profile
Mokosak Advisory Group, LLC
Overview
Mokosak Advisory Group, LLC is an SEC registered investment adviser based in Urbandale, IA, registered since 2017. It reports $414M in assets under management across 1,364 accounts, with 4 employees. It has 4 investment adviser representatives.
- Reported AUM
- $414M
- Discretionary
- 99%
- Accounts
- 1,364
- Average account
- $303K
- Employees
- 4
- Advisory reps
- 4
- Registered since
- 2017
- Jurisdictions
- 10
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Richard Frank Mokosak President, Chief Compliance Officer CRD 2520987
- Ryan Matthew Page Vice President CRD 6059616
Advisory reps 3 of 4
- Caroline Elizabeth Evans Investment Adviser Rep CRD 7256779
- Martin Joseph Kelly Investment Adviser Rep CRD 7282714
- Richard F Mokosak Insurance Agent · Investment Adviser Rep CRD 2520987
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 2900 100th St Ste 102
Urbandale, IA 50322 - County
- Polk
- Metro area
- Des Moines-West Des Moines, IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 10 jurisdictions
- Website: mokosakadvisorygroup.com
Every state, with registration dates
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