Brian Hellmer (CRD# 1843752) is an Investment Advisor Representative working at Mendota Financial Group, LLC in Madison, WI and has over 28 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Mendota Financial Group, LLC | Madison, WI | Jun 2023 - Current | < 1 |
Bh Admin Services, LLC | Madison, WI | May 2023 - Current | 1 |
Badgers United And Badger Advocates | Madison, WI | May 2022 - Current | 2 |
State Of Wisconsin Investment Board | Madison, WI | Jul 2016 - Apr 2022 | 5 |
Wisconsin School Of Business | Madison, WI | Aug 2009 - Jun 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
- WI
-
Total Assets Under Management431MILLIONS
-
Total Number of Accounts1,279ACCOUNTS
-
Average Account Value$337,083
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, IA, IL, LA, MI, MN, TX, WI
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