$254.2M Total AUM
$249.5M Disc. AUM
-8.0% 3Y CAGR
5 Employees
166 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-2005
- Office Locations
- 1
Office Locations
634 West Main Street Suite 302 Madison WI
About Mendota Financial Group, LLC
Mendota Financial Group is an independent, fee-only wealth management firm in Madison, WI providing comprehensive financial planning and ongoing portfolio guidance for long-term goals such as retirement and legacy planning. The team takes a conservative, whole-picture approach and does not custody client assets or sell products; custody is typically through Charles Schwab.
Team overview
-- AVG AGE
$50.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
KURT MATHIAS AHRENS
Chief Compliance Officer, Principal
- CRD
- #2628759
- Ownership
- 50% but less than 75%
Available
Available
Available
DANIEL ARTHUR GRESCH
Principal
- CRD
- #2948221
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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E
ETHAN RICHARD AHRENS
--
- CRD
- #8025542
Available
Available
Available
O
OWEN ANTHONY AHRENS
--
- CRD
- #7826671
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,454,700 | $308,349 |
| Non-Discretionary | $4,741,300 | $65,851 |
| Total | $254,196,000 | $288,531 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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