Daniel Arthur Gresch
Investment adviser representative at Mendota Financial Group, LLC
21 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$254.2MFirm assets
Are you Daniel Arthur Gresch? Claim your profile
Contact this firm
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
21 years in the industry.
- Mendota Financial Group, LLCAug 2005 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
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
- 2948221
- Firm CRD
- 136294