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MOKOSAK ADVISORY GROUP, LLC

CRD 287538 · SEC 801-110319

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2900 100TH STREET SUITE 102, URBANDALE, IA, 50322, United States

Phone

(515) 223-5404

Fax

(515) 223-5436

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$413.9M

Discretionary AUM

$409.8M

Team

4 total employees; 4 advisory reps

Clients

251-500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals357$106.8M
High net worth individuals133$307.0M

States served

AZ, CA, CO, IN, IA, MN, VA, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD