Martin Kelly has been an investment adviser representative at Mokosak Advisory Group since August 2020, and is not listed among the firm’s executive officers or direct owners.
Mokosak Advisory Group, LLC is an Urbandale, IA firm with $414M under management, 490 clients and 4 advisers in one office, as of its February 2026 filing.
Marty Kelly is Wealth Management Advisor at Mokosak Advisory Group. He develops customized plans around investment management, retirement planning, tax planning, college savings and estate planning. He is an active member of the Financial Planners Association.
- Mokosak Advisory Group, LLCCurrent– present · 6 yearsUrbandale, IA · Adviser representative · Firm CRD 287538
Professional designations
Listed by Mokosak Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Martin Kelly is registered as an investment adviser representative in Iowa, since August 2020.
- IowaSince 28 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Martin Joseph Kelly
- CRD
- 7282714
- Firm
- Mokosak Advisory Group · CRD 287538
- Office
- 2900 100TH STREET SUITE 102, Urbandale, IA 50322
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mokosakadvisorygroup.com
Where does Martin Kelly work?
Martin Kelly is an investment adviser representative registered through Mokosak Advisory Group, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Martin Kelly a financial advisor?
Yes. Martin Kelly has a current investment-adviser registration in Iowa, through Mokosak Advisory Group since August 2020.
How many years of experience does Martin Kelly have?
Martin Kelly has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Martin Kelly passed?
Martin Kelly passed the Series 65 in July 2020.
Where is Martin Kelly based?
Martin Kelly’s registered office is in Urbandale, IA.
Is Martin Kelly registered with FINRA?
No. Martin Kelly has no current broker registration.
Is Martin Kelly a CFP?
Mokosak Advisory Group lists Martin Kelly with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Martin Kelly’s record?
Search CRD 7282714 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Kelly’s full registration record.