Mendota Financial Group, LLC

Mendota Financial Group, LLC (CRD# 136294) is a financial advisory firm headquartered in Madison, WI. They manage $141,234,000 in 708 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $199,483
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL, MI, WI

Financial Advisors at Mendota Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Matthew A. Goetzke
CRD#: 3248843
634 West Main Street, Suite 302, Madison, WI 53703
96
Wealthminder
score

Matthew Goetzke (CRD# 3248843) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 17 years of experience in the finance industry.

2
Daniel A. Gresch
CRD#: 2948221
634 West Main Street, Suite 302, Madison, WI 53703
96
Wealthminder
score

Daniel Gresch (CRD# 2948221) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 19 years of experience in the finance industry. Daniel Gresch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Arthur B. Paganessi
CRD#: 355115
634 West Main Street, Suite 302, Madison, WI 53703
96
Wealthminder
score

Arthur Paganessi (CRD# 355115) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 33 years of experience in the finance industry.

4
Kurt M. Ahrens
CRD#: 2628759
634 West Main Street, Suite 302, Madison, WI 53703
93
Wealthminder
score

Kurt Ahrens (CRD# 2628759) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 21 years of experience in the finance industry.

5
Brian K. Donley
CRD#: 4774065
634 West Main Street, Suite 302, Madison, WI 53703
93
Wealthminder
score

Brian Donley (CRD# 4774065) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 12 years of experience in the finance industry.

6
Charyl L. Ward
CRD#: 4849914
634 West Main Street, Suite 302, Madison, WI 53703
93
Wealthminder
score

Charyl Ward (CRD# 4849914) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 9 years of experience in the finance industry.

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