Mokosak Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mokosak Advisory Group is a small, SEC‑registered advisory firm that provides comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals, business owners, widows/widowers, high‑net‑worth clients, and charitable organizations. Services include a structured multi‑step planning process that yields a written Investment Policy Statement and ongoing review, and recommendations may cover ETFs, mutual funds, fixed income, annuities, life insurance, private placement insurance and other investment vehicles.
The firm deploys a proprietary Roadmap for an Abundant Life™ process that begins with a discovery meeting, proceeds through plan and portfolio analysis, includes a mutual‑commitment step and account setup, and continues with periodic education and ongoing reviews. Investment implementation emphasizes broadly diversified asset‑class allocations, low‑cost and tax‑efficient funds, largely passive strategies, and periodic rebalancing guided by documented client goals, time horizon and risk tolerance.
Notably, several of the firm’s advisers are licensed insurance agents and may offer commissionable insurance products (including annuities and life insurance); the brochure discloses this potential conflict and states clients are not required to purchase insurance through the firm and that the firm will act in the client’s best interest. The firm also operates with a relatively compact advisory team managing roughly $410 million in client assets, and it highlights charitable‑planning expertise (CAP designation) and coordination with outside accountants and attorneys for advanced planning needs.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001 - And Above: 0.25%
Main office
2900 100th Street Suite 102
Urbandale IA 50322
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Indiana · Iowa · Minnesota · Missouri · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan P
CFP®, CFA®, Series 66
Urbandale, IA
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 M
CFP®, Series 63
Urbandale, IA
Mokosak Advisory Group, LLC
Richard Mokosak is a CFP® professional with 32 years of experience in financial services. He has been with Mokosak Advisory Group, LLC since 2017 and previously worked at Cambridge Investment Research Advisors and Ameriprise. Mokosak is a licensed insurance agent and occasionally offers insurance products to clients. Mokosak Advisory Group, LLC 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 multi-step planning process and emphasizes broadly diversified, low-cost, tax-efficient, and largely passive investment strategies.
Martin K
CFP®, Series 65
Urbandale, IA
Mokosak Advisory Group, LLC
Martin Kelly is a CFP® professional with six years of industry experience, currently serving at Mokosak Advisory Group, LLC since 2019. His prior experience includes multiple roles at Iowa State University and a position at Firefly Credit Union. Mokosak Advisory Group is a small SEC-registered firm that provides comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals and charitable organizations. The firm uses a structured, multi-step planning process and emphasizes broadly diversified, low-cost, and tax-efficient investment strategies tailored to client goals and risk tolerance.
Caroline E
Series 65
Urbandale, IA
Mokosak Advisory Group, LLC
Caroline Evans is a financial advisor at Mokosak Advisory Group, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Vision Financial Group and Evereve. Her background also includes roles at Des Moines Golf & Country Club and Drake University. Mokosak Advisory Group is an SEC-registered firm serving individuals and families, including medical professionals, business owners, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a multi-step process and emphasizes diversified, low-cost, tax-efficient investment strategies aligned with client goals and risk tolerance.
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