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Agnew Mokosak Group Becomes Mokosak Advisory Group, Relocates To Urbandale

Posted February 27, 2014 in Community Web Exclusives, Urbandale

URBANDALE, IA February 26, 2014 – Agnew Mokosak Group LLC, a West Des Moines financial coaching firm, announced this week that the company has officially changed its name to Mokosak Advisory Group LLC.

The company has helped Iowans achieve financial success since Jim Agnew and Frank Mokosak first teamed up to open the firm in 1997. The decision to change the company’s name came about following Jim’s retirement in 2010. Frank Mokosak, CFP® continues to lead the firm, providing personal, professional investment coaching to clients.

In addition to changing its name to Mokosak Advisory Group, the firm also announced its relocation from West Des Moines to Urbandale. The firm’s new address is:

Ashland Point

2900-100th St, Ste. 102

Urbandale, IA  50322

Although Mokosak Advisory Group’s phone (515) 223-5404 and fax number (515) 223-5436 will remain the same; staff email addresses and the firm’s website address will change to the following:



About Mokosak Advisory Group
Mokosak Advisory Group is a financial services firm in Urbandale, Iowa, that was founded more than 15 years ago with the goal of assisting Iowans in every aspect of their financial lives. The firm has and continues to provide the most personal investment coaching service available, thus earning a reputation for excellence in the financial coaching industry.
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Agnew Mokosak Group are not affiliated.

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