Ryan M. Page

MOKOSAK ADVISORY GROUP

Urbandale, IA 50322

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CRD#: 6059616

Professional summary

Ryan Matthew Page, CFP® is a registered financial advisor currently at MOKOSAK ADVISORY GROUP, LLC located in Urbandale, Iowa.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Page's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

June 6, 2017 - Present

MOKOSAK ADVISORY GROUP, LLC

Office #1: 2900 100th Street Suite 102, Urbandale, IA 50322

RIA

CRD#: 287538

Urbandale, IA

Past

January 4, 2016 - June 9, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Urbandale, IA

Past

April 9, 2015 - June 9, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

URBANDALE, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOKOSAK ADVISORY GROUP, LLC

CRD#: 287538 / SEC#: 801-110319

RIA

Registered Investment Advisory firm - (4/7/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(6/6/2017)

IAR

Texas
(6/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/21/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/9/2015

General Securities Representative Examination

Current Firm

MOKOSAK ADVISORY GROUP, LLC

CRD#: 287538 / SEC#: 801-110319

RIA

Registered Investment Advisory firm - (4/7/2017 Approved)

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Contact information

Main Address

2900 100th Street Suite 102, Urbandale, IA 50322

Mailing Address

Phone number

(515) 223-5404

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 022525 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,315
AUM (Assets Under Management)	$ 345,300,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan M. Page

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Page's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOKOSAK ADVISORY GROUP, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

MOKOSAK ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2015

SIE

Date: 6/9/2017

Series 7

Date: 4/9/2015

Current Firm

MOKOSAK ADVISORY GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOKOSAK ADVISORY GROUP, LLC

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