Mendota Financial Group, LLC

CRD 136294 · Madison, WI · $254.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 136294
SEC number: 801-67644
Firm type: RIA
Assets under management: $254.2M as of Mar 3, 2026
Website: www.linkedin.com/in/dan-gresch ↗
Phone: (608) 223-9211
Address: 634 West Main Street, Madison, WI, 53703

Advisors at this firm

5 in our index · page 1 of 1

Ethan Richard AhrensCRD 8025542 · Madison, WI

IA Registered
Kurt Mathias AhrensCRD 2628759 · Madison, WI

IA Registered
Owen Anthony AhrensCRD 7826671 · Madison, WI

IA Registered
Daniel Arthur GreschCRD 2948221 · Madison, WI

IA Registered
Brian Allen HellmerCRD 1843752 · Madison, WI

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 136294 ↗ FINRA BrokerCheck record for firm CRD 136294 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.