Martin Joseph Kelly
Investment adviser representative at Mokosak Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Mokosak Advisory Group, LLCJul 2020 to now
- Mokasak Advisory GroupJul 2019 to now
- Iowa State UniversityAug 2018 to May 2019
- Iowa State UniversityAug 2017 to May 2018
- Firefly Credit UnionMay 2017 to Aug 2017
- Iowa State UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7282714
- Firm CRD
- 287538