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Martin Joseph Kelly

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 2020-08-28
  • IA RA
    APPROVED
    Since 2020-08-28

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
Mokasak Advisory Group Urbandale IA 07/2019 Present
Mokosak Advisory Group Urbandale IA 07/2020 Present
Firefly Credit Union Burnsville MN 05/2017 08/2017
Iowa State University Ames IA 08/2016 05/2017
Iowa State University Ames IA 08/2017 05/2018
Iowa State University Ames IA 08/2018 05/2019
  • 07/2019 → Present
    Mokasak Advisory Group
    Urbandale, IA
  • 07/2020 → Present
    Mokosak Advisory Group
    Urbandale, IA
  • 05/2017 → 08/2017
    Firefly Credit Union
    Burnsville, MN
  • 08/2016 → 05/2017
    Iowa State University
    Ames, IA
  • 08/2017 → 05/2018
    Iowa State University
    Ames, IA
  • 08/2018 → 05/2019
    Iowa State University
    Ames, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-25
  • S65 Uniform Investment Adviser Law Examination
    2020-07-25
Designations
Other Names
  • Marty Joseph Kelly

View on SEC IAPD

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Other Offices

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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
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