Richard
Mokosak
Mokosak Advisory Group, LLC
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About this Advisor
Richard Mokosak is a certified financial planner operating in Urbandale, Iowa with a total of 6 years of industry experience. Mokosak works at Mokosak Advisory Group, LLC. Their career trajectory has included roles at Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc and Mokosak Advisory Group, LLC. Mokosak holds a Series 63 license, certifying them as a securities agent, and is registered to operate in Iowa and Texas. Mokosak Advisory Group, LLC is a company that has its headquarters in Urbandale, IA. It controls $228 million in assets under management among its 1,152 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,152 accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on the type of financial services offered. Fee types billed by Mokosak Advisory Group, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mokosak Advisory Group, LLC Brokerage Details
$228,333,737
3
1,152
$198,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Mokosak Work History
Richard has been registered as a financial advisor for 6 years.*
Mokosak Advisory Group, LLC
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Mokosak 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
