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MOKOSAK ADVISORY GROUP, LLC

URBANDALE, IA · CRD 287538 · IAPD ↗ · mokosakadvisorygroup.com · (515) 223-5404

$413.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — MOKOSAK ADVISORY GROUP, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2025 — MOKOSAK ADVISORY GROUP, LLC notice-filed in AZ, CA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — MOKOSAK ADVISORY GROUP, LLC reported RAUM up 26% ($228.3M -> $288.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.