Best Investors
Account
Sign in
Best Investors
Account
Sign in
2900 100Th Street Suite 102, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-06-06 |
| TX | RA | APPROVED | 2017-06-06 |
Branch Locations
2900 100Th Street Suite 102, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2004 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
| Mokosak Advisory Group, Llc | Urbandale | IA | 06/2017 | Present |
Richard Frank Mokosak is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Mokosak Advisory Group, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Mokosak Advisory Group, LLC in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-20 |
Reach out to this advisor