Daniel Gresch
Mendota Financial Group · Madison, Wisconsin
Daniel Gresch is a fee-only financial advisor at Mendota Financial Group in Madison, Wisconsin, who holds the CFP and ChFC credentials. Daniel charges a one-time planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | Mendota Financial Group |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $254.2M across 881 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in WI · CRD 2948221 |
| Exams passed | Series 65 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.mendotafinancial.com |
| Profile |
How Daniel's firm compares
- Mendota Financial Group's average account is about $289,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Daniel
Is Daniel Gresch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Mendota Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a one-time planning fee.
Where is Daniel Gresch based?
Daniel Gresch is based in Madison, Wisconsin.
What does Daniel specialize in?
Daniel's specialties include retirement planning.
What credentials does Daniel Gresch hold?
Daniel Gresch holds the CFP and ChFC credentials.
Is Daniel Gresch registered with the SEC?
Yes. Daniel Gresch is registered as an investment adviser representative in WI (CRD 2948221), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mendota Financial Group manage?
Mendota Financial Group reports $254.2M across 881 accounts in assets under management.
How do I contact Daniel Gresch?
Through Daniel's website, www.mendotafinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mendota Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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