Mokosak Advisory Group
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
2900 100th St Ste 102, Urbandale, Iowa, ...Phone Number
(515) 223-5404Website
www.mokosakadvisorygroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Mokosak Advisory Group
Mokosak Advisory Group, LLC is a wealth management firm that prioritizes the interests of its clients, offering tailored financial planning and investment strategies. They serve a diverse clientele, including individuals, families, medical professionals, executives, business owners, and ESOP participants, helping them navigate financial transitions and secure their futures. The firm emphasizes trust and collaboration, providing comprehensive evaluations and advanced planning solutions in areas such as wealth enhancement, transfer, protection, and charitable giving. Their dedicated team of certified financial planners is committed to empowering clients with the knowledge and tools necessary for financial success.Explore more
Mokosak Advisory Group Org Chart
CE
Wealth Management Associate & Advisor
LC
Administrative Assistant
SL
Administrative Assistant
SM
Administrative Assistant
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Revenue
Number of Employees
Type
Funding
Founded In
Mokosak Advisory Group
<$5M
1-10
Private
-
2008
FM
Frank MokosakWealth Management Advisor & Group of Mokosak Advisory, Llc Principal
Company Profile Activity
Activity Insights
Mokosak Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Mokosak Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mokosak Advisory Group.
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Mokosak Advisory Group, LLC is a wealth management firm that prioritizes the interests of its clients, offering tailored financial planning and investment strategies. They serve a diverse clientele, including individuals, families, medical professionals, executives, business owners, and ESOP participants, helping them navigate financial transitions... Read More
