MOKOSAK ADVISORY GROUP, LLC
CRD #287538 SEC #801-110319 URBANDALE, IA (515) 223-5404
SEC Registered
Total AUM
$345.3M
Discretionary
$341.7M
Employees
4
Clients
251
Accounts
1,315
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| MOKOSAK, RICHARD, FRANK | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | C | Control |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B | |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B | |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B | |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B | |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B | |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B | |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B | |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B | |
| PAGE, RYAN, MATTHEW | I | VICE PRESIDENT | B |
Registrations
Federal
IA
Feb 25, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL IA MN MO NE TN TX VA
Address
2900 100TH STREET SUITE 102URBANDALE, IA 50322
United States
Phone: (515) 223-5404