Mokosak Advisory Group, LLC
Firm details
- Headquarters
- Urbandale, Iowa
- CRD number
- 287538
- Registered since
- April 7, 2017
- Website
- mokosakadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.18%
- Individuals25.8%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mokosak Advisory Group, LLC is an independent, individual-owned RIA that provides financial planning and discretionary portfolio management primarily for individuals, families and small-business owners. The firm is SEC-registered (registered in 2017) and bills clients on a percentage-of-AUM basis. In addition to advisory work, the firm operates as an insurance broker and uses insurance products as part of its client solutions. Mokosak does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Ryan Page
Partner, Wealth AdvisorCRD 6059616
Richard Mokosak
Partner and Wealth Management AdvisorCRD 2520987
Martin Kelly
Associate Wealth Management AdvisorCRD 7282714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$442M in ETFs
100%
$441M
<1%
$884K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $101M | 3,043,184 | 22.92% |
Location
Urbandale, IA
Polk
Location
Urbandale, IA
Headquartered in Urbandale, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 2900 100th St
- Time zone
- CT (UTC-6)
- Office locations
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