Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Mokosak Advisory Group, LLC financial advisors in Urbandale, IA

Every SEC-registered investment adviser representative at a Mokosak Advisory Group, LLC office in Urbandale, A to Z.

The short answer

4 registered advisors work at Mokosak Advisory Group, LLC in Urbandale, out of 4 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Mokosak Advisory Group, LLC advisors in Urbandale, A to Z

Every Mokosak Advisory Group, LLC advisor →

Mokosak Advisory Group, LLC advisors in every city and state →Mokosak Advisory Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Urbandale

All Urbandale advisors →

Integrity Alliance, LLC. 99Foster Group, Inc. 58Independent Wealth Network, Inc. 9Pfs Investments Inc. 7Cetera Investment Advisers LLC 6Edward Jones 6Integrity Advisory Solutions 6LPL Financial LLC 5MML Investors Services, LLC 4Rockway Wealth Partners 4Wilon Wealth Management 4Ao Wealth Advisory 3

Questions

How many financial advisors does Mokosak Advisory Group, LLC have in Urbandale?

4 investment adviser representatives are registered at Mokosak Advisory Group, LLC offices in Urbandale, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Mokosak Advisory Group, LLC one of the largest advisor employers in Urbandale?

Mokosak Advisory Group, LLC ranks number 10 in Urbandale by registered advisors; Integrity Alliance, LLC. has the most, with 99.

How do I check a Mokosak Advisory Group, LLC advisor in Urbandale?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mokosak Advisory Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.