Kurt Ahrens
Mendota Financial Group · Madison, Wisconsin
Kurt Ahrens is a fee-only financial advisor at Mendota Financial Group in Madison, Wisconsin, who holds the ChFC credential. Kurt 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 | ChFC |
| SEC registration | Investment adviser representative in TX, WI · CRD 2628759 |
| Exams passed | Series 63 (1995) · Series 65 (1998) · Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.mendotafinancial.com |
| Profile |
How Kurt'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 Kurt
Is Kurt Ahrens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kurt 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 Kurt charge for financial advice?
Kurt charges a one-time planning fee.
Where is Kurt Ahrens based?
Kurt Ahrens is based in Madison, Wisconsin.
What does Kurt specialize in?
Kurt's specialties include retirement planning.
What credentials does Kurt Ahrens hold?
Kurt Ahrens holds the ChFC credential.
Is Kurt Ahrens registered with the SEC?
Yes. Kurt Ahrens is registered as an investment adviser representative in TX and WI (CRD 2628759), 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 Kurt Ahrens?
Through Kurt'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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