Mokosak Advisory Group LLC
Legal Name: MOKOSAK ADVISORY GROUP, LLC
2900 100TH STREET SUITE 102, URBANDALE, IA
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 is legally known as MOKOSAK ADVISORY GROUP, LLC. It is an IA Limited Liability Company. This firm has 2 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 7, 2017.
Direct Owners
-
RICHARD FRANK MOKOSAK
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 17, 2019
- 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