# MOKOSAK ADVISORY GROUP, LLC

MOKOSAK ADVISORY GROUP, LLC of URBANDALE, IA is an SEC-registered investment adviser.

## Registration

- CRD: 287538
- Type: SEC-registered investment adviser
- SEC file number: 801-110319
- Location: 2900 100TH STREET SUITE 102, URBANDALE, IA, 50322
- Phone: (515) 223-5404
- Latest filing: 2026-02-24
- Regulatory AUM: $413.9M
- Discretionary AUM: $409.8M
- Non-discretionary AUM: $4.1M
- Clients: 4
- Accounts: 1,364

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Richard Frank Mokosak | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Ryan Matthew Page | VICE PRESIDENT | — |
| MOKOSAK RICHARD FRANK | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| PAGE RYAN MATTHEW | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287538/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287538/similar
- Related entities: https://search.stillhousedata.com/firm/287538/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287538

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.