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).
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Total Assets Under Management288MILLION
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Total Number of Accounts1,182ACCOUNTS
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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
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.
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.
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.
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.
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.