Mokosak Advisory Group LLC
Legal Name: MOKOSAK ADVISORY GROUP, LLC
Full Contact Details
Mokosak Advisory Group LLC
2900 100TH STREET SUITE 102, URBANDALE, IA
(515) 223-5404
(515) 223-5436
Other Info
Mokosak Advisory Group LLC, also known as MOKOSAK ADVISORY GROUP, LLC, is a Limited Liability Company providing investment advisory services. With two employees, both serving in advisory roles, the number of clients they serve is currently unknown. The firm has been approved by the SEC, with registration dating back to April 7, 2017.
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Website
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Direct Owners
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RICHARD FRANK MOKOSAK
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
News
Top Holdings
- VANGUARD INDEX FDS SM CP VAL ETF $22,037k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $19,461k
- SCHWAB STRATEGIC TRUST $15,236k
- SCHWAB STRATEGIC TR US MID-CAP ETF $11,667k
- SCHWAB STRATEGIC TR US SML CAP ETF $11,367k
- PIMCO ETF TR $11,255k
- Schwab Aggregate Bond ETF (SCH $10,978k
- SCHWAB STRATEGIC TR $8,901k
- SCHWAB STRATEGIC TR $8,545k
- SPDR SERIES TRUST $5,598k