Daniel Arthur Gresch

Employer firm

Mendota Financial Group, LLC CRD 136294

$254M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → Present
  Mendota Financial Group, Llc
  Madison, WI

Previous Registrations

• 1998-10-14 → 2005-09-06
  Filbrandt Investment Advisers Incorporated
  Middleton, WI

Other Businesses

1) KUMADA, LLC. ENTITY ESTABLISHED TO AGGREGATE PERSONAL INVESTMENTS OF DANIEL GRESCH, KURT AHRENS AND MATTHEW GOETZKE; 634 W MAIN STREET, SUITE 302, MADISON, WI 53703; FACILITATE VARIOUS PERSONAL INVESTMENTS; SEPTEMBER 2013; MANAGING MEMBER; NO HOURS DURING SECURITIES TRADING HOURS; FACILITATE COMPLETION OF PARTNERSHIP TAX RETURN WITH CPA FOR INDIVIDUAL MEMBERS. NO COMPENSATION WHATSOEVER RECEIVED. 2) MENDOTA VENTURE CAPITAL, LLC.; AN SEC EXEMPT VENTURE CAPITAL REPORTING ADVISOR. MAY 2015; 49% IS OWNED BY KUMADA, THEREFORE INDIRECT OWNERSHIP THROUGH KUMADA. 3)SAINT FRANCIS XAVIER SCHOOL COMMITTEE; MANAGES SUPPLEMENTAL SCHOOL EXPENDITURES; SERVES AS TREASURER SINCE SEPTEMBER 2015; 4 HOURS/MO, NONE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Dan Gresch