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Caroline Elizabeth Evans

Mokosak Advisory Group, LLC

Urbandale, IA

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Current Employers
Mokosak Advisory Group, Llc

2900 100Th Street Suite 102, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-03-06
  • IA RA
    APPROVED
    Since 2024-03-06

Branch Locations

2900 100Th Street Suite 102, Urbandale, IA 50322 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eagan High School Eagan MN 09/2013 06/2017
Unemployed Burnsville MN 06/2017 09/2017
University Of Wisconsin - Madison Madison WI 09/2017 05/2018
Des Moines Golf & Country Club West Des Moines IA 05/2019 08/2019
Evereve West Des Moines IA 09/2019 03/2020
Drake University Des Moines IA 08/2018 05/2021
Vision Financial Group Des Moines IA 05/2020 10/2023
Mokosak Advisory Group Urbandale IA 11/2023 Present
  • 09/2013 → 06/2017
    Eagan High School
    Eagan, MN
  • 06/2017 → 09/2017
    Unemployed
    Burnsville, MN
  • 09/2017 → 05/2018
    University Of Wisconsin - Madison
    Madison, WI
  • 05/2019 → 08/2019
    Des Moines Golf & Country Club
    West Des Moines, IA
  • 09/2019 → 03/2020
    Evereve
    West Des Moines, IA
  • 08/2018 → 05/2021
    Drake University
    Des Moines, IA
  • 05/2020 → 10/2023
    Vision Financial Group
    Des Moines, IA
  • 11/2023 → Present
    Mokosak Advisory Group
    Urbandale, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-02
  • S65 Uniform Investment Adviser Law Examination
    2024-03-02

View on SEC IAPD

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MICHELLE RENEE STOCKMAN
Salvatore Lauri
MATTHEW JOHN FOX

Other Offices

INTEGRITY ALLIANCE, LLC · URBANDALE, IA
EDWARD JONES · URBANDALE, IA
DES MOINES INVESTMENTS, LLC · Urbandale, IA
PFS INVESTMENTS INC. · URBANDALE, IA
PFS INVESTMENTS INC. · URBANDALE, IA
DSM FINANCIAL L.L.C. · URBANDALE, IA
3G CAPITAL LLC · URBANDALE, IA
LPL FINANCIAL LLC · URBANDALE, IA

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