# Owen Ahrens

> Owen Ahrens is a fee-only financial advisor at Mendota Financial Group in Madison, Wisconsin. Owen charges a one-time planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/owen-ahrens/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mendota Financial Group
- **Based in:** Madison, Wisconsin
- **Fee model:** One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $254.2M across 881 accounts
- **Specialties:** Retirement planning
- **CRD:** 7826671 (https://adviserinfo.sec.gov/individual/summary/7826671)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.mendotafinancial.com

## Frequently asked questions

### Is Owen Ahrens a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Owen 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 Owen charge for financial advice?

Owen charges a one-time planning fee.

### Where is Owen Ahrens based?

Owen Ahrens is based in Madison, Wisconsin.

### What does Owen specialize in?

Owen's specialties include retirement planning.

### Is Owen Ahrens registered with the SEC?

Yes. Owen Ahrens is registered as an investment adviser representative in WI (CRD 7826671), 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 Owen Ahrens?

Through Owen's website, www.mendotafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7826671): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mendotafinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.