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.
View Top Employees from Mokosak Advisory Group, LLC.| Website | http://www.mokosakadvisorygroup.com |
| Revenue | $436000 |
| Employees | 5 (5 on RocketReach) |
| Address | 2900 100TH STREET SUITE102, Urbandale, Iowa 50322, US |
| Phone | (515) 223-5404 |
| Fax | (515) 223-5436 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | AMJ Financial Wealth Management, Covenant Wealth Advisors, Poulos Advisors, Inc., Selkirk Wealth Advisors, LLC, Valued Wealth Management Inc |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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Mokosak Advisory Group, LLC. Questions
The Mokosak Advisory Group, LLC. annual revenue was $436000 in 2024.
5 people are employed at Mokosak Advisory Group, LLC..
Mokosak Advisory Group, LLC. is based in Urbandale, Iowa.
The NAICS codes for Mokosak Advisory Group, LLC. are [523, 52, 5239, 52393].
The SIC codes for Mokosak Advisory Group, LLC. are [62, 628].
Top Mokosak Advisory Group, LLC. Employees
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Ryan Page
Partner and Wealth Advisor at Mokosak Advisory Group, LLC.
Des Moines, IA, US31 -
1
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