Owen Ahrens
Mendota Financial Group · Madison, Wisconsin
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.
Request an introduction to Owen →
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 |
| SEC registration | Investment adviser representative in WI · CRD 7826671 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.mendotafinancial.com |
How Owen's firm compares
- Mendota Financial Group's average account is about $289,000, from its Form ADV (assets managed divided by 881 accounts).
Request an introduction to Owen
Tell Owen a little about what you're looking for. Owen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Owen
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.
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.
See something wrong? Request a correction. Read our methodology.