Martin
Kelly
Mokosak Advisory Group, LLC
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About this Advisor
Martin Kelly is a financial advisor based in Urbandale, Iowa, working with Mokosak Advisory Group, LLC. Martin has previously held positions at Mokasak Advisory Group, Mokosak Advisory Group, Iowa State University, Firefly Credit Union, and Rosemount High School. Martin has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Martin is part of Mokosak Advisory Group, LLC, which operates out of Urbandale, Iowa. The firm has 4 employees and manages assets totaling $288.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Mokosak Advisory Group, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mokosak Advisory Group, LLC Brokerage Details
$288,131,152
4
1,182
$243,766
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Martin Kelly Work History
Mokosak Advisory Group
Mokasak Advisory Group
Iowa State University
Firefly Credit Union
Iowa State University
Iowa State University
Firefly Credit Union
Iowa State University
Firefly Credit Union
Rosemount High School
Disclosures
Please visit the SEC profile of Martin Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mokosak Advisory Group, LLC
Urbandale, IA
Urbandale, IA
Urbandale, IA
Urbandale, IA
Urbandale, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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