Mokosak Advisory Group, LLC. Employee Directory

Q: How many employees does Mokosak Advisory Group, LLC. have currently?

Mokosak Advisory Group, LLC. has approximately 6 employees.

Financial ServicesIowa, United States2-10 Employees

Since our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives.  Successful medical professionals, widows/widowers, individuals and families work with us to:

- Develop a comprehensive wealth management plan to help them reach their financial goals.
- Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant.
- Design and implement strategies to make work "optional".
- Find ways to cut the tax burden from income tax to capital gains tax to estate tax.
- Obtain an independent second opinion from a top wealth management firm.

Find Mokosak Advisory Group, LLC. employees' phone numbers or email addresses

Mokosak Advisory Group, LLC. Global Highlights

North America
5

United States Of America
5

Mokosak Advisory Group, LLC.'s Leadership

R. P.
Partner & Wealth Advisor
Mobile Phone
Email
F. M.
Wealth Management Advisor | Principal Of Mokosak Advisory Group, Llc
Mobile Phone
Email
C. E.
Associate Wealth Management Advisor
Mobile Phone
Email
M. K.
Certified Financial Planner
Mobile Phone
Email
L. C.
Adminstrative Assistant
Mobile Phone
Email

Mokosak Advisory Group, LLC. Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Mokosak Advisory Group, LLC.

Name

Title

Contact Info

Location

Last Update

R. P.
Partner & Wealth Advisor
Mobile Phone
Email
Apr 18, 2025
F. M.
Wealth Management Advisor | Principal Of Mokosak Advisory Group, Llc
Mobile Phone
Email
United StatesIowa
Oct 21, 2024
C. E.
Associate Wealth Management Advisor
Mobile Phone
Email
Feb 06, 2026
M. K.
Certified Financial Planner
Mobile Phone
Email
United StatesIowa
Nov 14, 2025
L. C.
Adminstrative Assistant
Mobile Phone
Email
United StatesIowa
Oct 18, 2025

Frequently Asked Questions

What is Mokosak Advisory Group, LLC. known for?

Mokosak Advisory Group, LLC. operates in the Financial Services industry. The company's main headquarters is located in 2900 100th Street Suite102 Urbandale, Iowa 50322 United States; you can contact the main corporate office by phone at

+1-515-223-****

. Explore Mokosak Advisory Group, LLC.'s company overview page for more information.

What is Mokosak Advisory Group, LLC.'s most common email format?

Mokosak Advisory Group, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mokosak Advisory Group, LLC. email formats with LeadIQ.

How many employees does Mokosak Advisory Group, LLC. have currently?

Mokosak Advisory Group, LLC. has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Mokosak Advisory Group, LLC.'s key employees and leadership?

As of February 2026, Mokosak Advisory Group, LLC.'s key employees include:

Partner & Wealth Advisor: R. P.
Wealth Management Advisor | Principal Of Mokosak Advisory Group, Llc: F. M.
Associate Wealth Management Advisor: C. E.
Certified Financial Planner: M. K.
Adminstrative Assistant: L. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking