Caroline Elizabeth Evans
Investment adviser representative at Mokosak Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
$413.9MFirm assets
9 yearsFirm in business
Are you Caroline Elizabeth Evans? Claim your profile
Contact this firm
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
13 years in the industry.
- Mokosak Advisory Group, LLCNov 2023 to now
- Vision Financial GroupMay 2020 to Oct 2023
- EvereveSep 2019 to Mar 2020
- Des Moines Golf & Country ClubMay 2019 to Aug 2019
- Drake UniversityAug 2018 to May 2021
- University of Wisconsin - MadisonSep 2017 to May 2018
- UnemployedJun 2017 to Sep 2017
- Eagan High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7256779
- Firm CRD
- 287538