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Richard Frank Mokosak

MOKOSAK ADVISORY GROUP, LLC·URBANDALE, Iowa
Clean recordMOKOSAK ADVISORY GROUP, LLC
2900 100TH STREET SUITE 102, URBANDALE, IA 50322CRD# 2520987Firm CRD# 287538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Frank Mokosak · URBANDALE, IA
Registration
CRD #2520987 · MOKOSAK ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Frank Mokosak is a registered financial advisor based in URBANDALE, Iowa, affiliated with MOKOSAK ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MOKOSAK ADVISORY GROUP, LLC
MOKOSAK ADVISORY GROUP, LLC
AUM
$288M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MOKOSAK ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2520987
Firm CRD# 287538
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Frank Mokosak offer?
Richard Frank Mokosak specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in URBANDALE, Iowa for a consultation.
What are Richard Frank Mokosak's credentials?
Richard Frank Mokosak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Frank Mokosak located?
Richard Frank Mokosak is based in URBANDALE, Iowa, working with MOKOSAK ADVISORY GROUP, LLC. Their office serves clients in the URBANDALE metropolitan area and surrounding communities.
How does Richard Frank Mokosak charge for services?
Richard Frank Mokosak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOKOSAK ADVISORY GROUP, LLC?
MOKOSAK ADVISORY GROUP, LLC has approximately 4 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOKOSAK ADVISORY GROUP, LLC

Ryan Matthew Page
URBANDALE, IA

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