Benjamin F. Edwards & Company
46yrs
Top advisor by experience in Madison
29yrs
Daniel Gresch is a fiduciary financial advisor in Madison, Wisconsin, with 29 years in the industry. Daniel joined Mendota Financial Group in 2005, after seven years at Filbrandt Investment Advisers. Daniel’s designations include CFP® and ChFC.
One of 702 advisors with offices in Madison, and one of 632 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 15% by experience in Madison
Office634 West Main Street Suite 302, Madison, WI 53703
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.49 million
Advisors at the firm5
States licensed ?1 state
Services through Mendota Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2005 – nowMendota Financial Group, LLCCurrent firm
- 1998 – 2005Filbrandt Investment Advisers IncorporatedPreviously
Contact Daniel
Local office(608) 287-0649Ask for Daniel. (608) 223-9211Main office 634 West Main Street Suite 302Madison, WI 53703Office · Get directions LinkedIn pageMendota Financial Group
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (608) 287-0649 or the Mendota Financial Group main office at (608) 223-9211, and ask for Daniel Gresch.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1997, about 29 years. Top 15% by experience in Madison.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Mendota Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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