515-331-6855

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Mokosak Advisory Group, LLC

  • Finance/Investments & Retirement Planning
2900 100th St., Ste. 102
Urbandale, IA 50322
(515) 223-5404
Hours:
Mon - Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 3:00 pm

About Us

For more than 25 years, we have guided our clients through challenging financial transitions and helped them achieve what is truly most important to them.

Our process allows our clients to pass… read more

  • About

    For more than 25 years, we have guided our clients through challenging financial transitions and helped them achieve what is truly most important to them.

    Our process allows our clients to pass their legacy on to the next generation, and not just in the form of money, but through charitable giving, the family’s mission, and the values and experiences that have shaped who they are today. No matter what your vision may hold for the future, the Wealth Management Advisors at Mokosak Advisory Group will identify your strengths and weaknesses, and help you achieve what is truly most important to you.

    As fiduciaries, your interests always come first. We want to understand where you’ve been, and it’s our goal to help you get to where you want to go.

    We will conduct a comprehensive evaluation of your advanced planning needs, and in collaboration with your professionals or with our select team of professionals, provide solutions for moving forward.

    No matter what your vision may hold for the future, the Wealth Management Advisors at Mokosak Advisory Group will identify your strengths and weaknesses, and help you achieve what is truly most important to you.

  • Media

  • Whom to Contact

    • Caroline E Evans
      Associate Wealth Management Advisor
      Phone: (515) 223-5404
      Send an Email
    • Marty Kelly
      Associate Wealth Management Advisor
      Phone: (515) 223-5404
      Send an Email
    • Frank Mokosak
      President & Wealth Management Advisor
      Send an Email
    • Stacey A Mokosak
      Client Success Associate
      Phone: (515) 223-5404
      Send an Email
    • Jake T Oberender
      Associate Wealth Management Advisor
      Phone: (515) 223-5404
      Send an Email

  • Directions

    Ashland Point sits on the west side of 100th Street, between Douglas Ave. and Hickman Rd.