Mokosak Advisory Group, LLC

Ryan Page is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He has been with Mokosak Advisory Group, LLC since 2014 and also has a history with Cambridge Investment Research, Inc. He is based in Urbandale, IA. Mokosak Advisory Group is an SEC-registered firm serving individuals and families, including medical professionals, business owners, and charitable organizations, through comprehensive financial planning and discretionary portfolio management. The firm employs a proprietary planning process and focuses on diversified, low-cost, tax-efficient investment strategies aligned with client goals.

Richard Mokosak is a CFP® with over 31 years of experience in the financial services industry. He is the principal of Mokosak Advisory Group, LLC, where he has worked since 2017, and has also been associated with Cambridge Investment Research Advisors since 2005. Mokosak is a licensed insurance agent and occasionally offers insurance products to clients. Mokosak Advisory Group is a small SEC-registered firm providing comprehensive financial planning and discretionary portfolio management for individuals and families, including medical professionals, business owners, and charitable organizations. The firm uses a proprietary planning process and emphasizes diversified, low-cost, tax-efficient, and largely passive investment strategies tailored to client goals and risk tolerances.

Martin Kelly is a CFP® professional with five years of industry experience, currently serving at Mokosak Advisory Group, LLC. His work history includes multiple roles at Iowa State University and Firefly Credit Union prior to joining Mokosak Advisory Group. Mokosak Advisory Group is a small SEC-registered firm providing comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals and charitable organizations. The firm uses a proprietary planning process focused on diversified, low-cost, and tax-efficient investments aligned with client goals and risk tolerance.

Caroline Evans is a Series 65 credentialed financial advisor with two years of industry experience. She currently works at Mokosak Advisory Group, LLC and previously held roles at Vision Financial Group and other organizations. Mokosak Advisory Group is an SEC-registered advisory firm serving individuals and families, including medical professionals and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management using a structured multi-step process and emphasizes diversified, low-cost, tax-efficient investment strategies.