Brian Allen Hellmer
Investment adviser representative at Mendota Financial Group, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$254.2MFirm 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 assetsFixed or flat fee
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.
- Mendota Financial Group, LLCJun 2023 to now
- Bh Admin Services, LLCMay 2023 to now
- Badgers United and Badger AdvocatesMay 2022 to now
- State of Wisconsin Investment BoardJul 2016 to Apr 2022
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (WI).
Mendota Financial Group, LLC
$254.2MAssets managed
166Clients
5Advisers
19 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
- 1843752
- Firm CRD
- 136294