MOKOSAK ADVISORY GROUP, LLC

URBANDALE, Iowa·2 registered advisors·CRD# 287538
SEC# 801-1103190(515) 223-5404
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at MOKOSAK ADVISORY GROUP, LLC

2 registered advisors
Richard Frank Mokosak
URBANDALE, Iowa
Ryan Matthew Page
URBANDALE, Iowa
05

Office Locations

URBANDALE, Iowa
2 advisors

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Data sourced from SEC Form ADV filings. MOKOSAK ADVISORY GROUP, LLC (CRD# 287538) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.