Investment adviser representative · Mokosak Advisory Group, LLC
Martin J. Kelly
CRD 7282714 · Urbandale, IA
At a glance
Martin J. Kelly is an investment adviser representative with Mokosak Advisory Group, LLC in Urbandale, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Martin’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Mokosak Advisory Group, LLCSince August 2020Urbandale, IA · $414M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Martin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Mokosak Advisory Group, LLC
- Caroline E. EvansUrbandale
- Richard F. MokosakUrbandale · Certified Financial Planner
- Ryan M. PageUrbandale · Certified Financial Planner, Chartered Financial Analyst
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