Michael Ebeling
Mendota Financial Group · Madison, Wisconsin
Michael Ebeling is a fee-only financial advisor at Mendota Financial Group in Madison, Wisconsin, who holds the CFA credential. Michael 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 | CFA |
| SEC registration | Investment adviser representative in WI · CRD 4857512 |
| Exams passed | Series 63 (2016) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.mendotafinancial.com |
How Michael'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 Michael
Is Michael Ebeling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael charges a one-time planning fee.
Where is Michael Ebeling based?
Michael Ebeling is based in Madison, Wisconsin.
What does Michael specialize in?
Michael's specialties include retirement planning.
What credentials does Michael Ebeling hold?
Michael Ebeling holds the CFA credential.
Is Michael Ebeling registered with the SEC?
Yes. Michael Ebeling is registered as an investment adviser representative in WI (CRD 4857512), 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 Michael Ebeling?
Through Michael'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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