MOKOSAK ADVISORY GROUP, LLC of URBANDALE, IA is an SEC-registered investment adviser (CRD 287538). Regulatory assets under management: $413.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| 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 | — |