Ryan Matthew Page
Investment adviser representative at Mokosak Advisory Group, LLC
12 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$413.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cambridge Investment Research, Inc.Feb 2015 to now
- Mokosak Advisory Group, LLCJun 2014 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Mokosak Advisory Group, LLC
$413.9MAssets managed
490Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6059616
- Firm CRD
- 287538